Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Winberg is a registered investment advisor representative with Allegheny Investments, Ltd. Lauren has been in the financial services industry since May 2014. Lauren is registered to offer advisory services in Pennsylvania. Lauren is also a member of the board of directors for a non-profit dog rescue.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
11/24/2020 - Present
Allegheny Investments, Ltd. (PITTSBURGH PA)
BOTH
Issued 11/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2014
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
Not sure Lauren Winberg is the right advisor for you? Invested Better is here to help.
