Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren McMillan is a financial advisor with Piper Sandler & Co. in Boise, ID. Lauren has over 16 years of experience in the financial services industry. Lauren holds the Series 52, Series 50 and SIE licenses and is registered to conduct business in Idaho and Oregon. Prior to joining Piper Sandler & Co., Lauren worked at Seattle-Northwest Securities Corporation and Stone & Youngberg LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ID
07/15/2013 - Present
Piper Sandler & Co. (BOISE ID)
OR
06/03/2009 - 07/16/2013
SEATTLE-NORTHWEST SECURITIES CORPORATION (PORTLAND OR)
AZ
08/24/2006 - 03/09/2009
STONE & YOUNGBERG LLC (PHOENIX AZ)
BC
Issued 10/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 08/23/2006
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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