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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Marie Dale is an active Registered Representative and Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Lauren has been in the industry since May 1997 and has a strong background in financial services. Lauren holds the Series 6, 7, 9, 10, 63 and 66 securities licenses, and is registered with the states of Florida, Indiana, North Carolina, Pennsylvania, and Texas. Prior to joining Fidelity Personal and Workplace Advisors, Lauren held positions with WALL STREET ACCESS and VANGUARD MARKETING CORPORATION. Lauren's main office is located in Warrington, Pennsylvania.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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
10/06/2022 - Present
Fidelity Personal AND Workplace Advisors (WARRINGTON PA)
NY
09/20/1999 - 05/24/2000
WALL STREET ACCESS (NEW YORK NY)
PA
12/10/1996 - 07/06/1999
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 07/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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