Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Costan is a Registered Representative with Mutual of Omaha Investor Services, Inc., specializing in providing financial planning and portfolio management services to individuals. Lauren has been in the financial industry since 2022 and has experience working with clients in both the life insurance and investment advisory fields. Lauren has also worked in various other industries such as retail, food service, and home inspections. Lauren holds a Series 65 license.
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.
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.
Promoter fees and third party money manager fees
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CA
11/04/2024 - Present
Mutual OF Omaha Investor Services, Inc. (Sacramento CA)
Active
Inactive
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