Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Marie Bradley is a financial advisor who has been in the industry since 2016. Lauren is currently registered with Principal Securities, Inc., located in Des Moines, IA. Lauren has been with Principal Securities, Inc. since February 2022, and has previously worked with Transamerica Investors Securities Corporation and T. Rowe Price Investment Services, Inc.. Lauren holds Series 6, 7, 63, 66 licenses and specializes in financial planning, pension consulting, educational seminars, and portfolio management.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
02/14/2022 - Present
Principal Securities, Inc. (DES MOINES IA)
NY
08/03/2015 - 02/03/2017
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
FL
03/05/2009 - 02/22/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BC
Issued 04/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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