Unclaimed
Lauren Byrne is a financial professional with over 12 years of experience in the industry. Lauren is currently a registered representative of MFS Institutional Advisors Inc., and is registered in 53 states and Washington, D.C. for securities. Lauren also holds a Series 24 general securities principal license. Prior to joining MFS, Lauren was associated with COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC., and FIFTH THIRD SECURITIES, INC., in various roles. Lauren provides investment advisory services to a range of clients, including high-net-worth individuals, corporations, and institutions.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
1
2
MA
09/06/2024 - Present
MFS Institutional Advisors Inc. (Scituate MA)
MA
09/09/2014 - 07/31/2024
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
TN
12/04/2013 - 09/08/2014
FIFTH THIRD SECURITIES, INC. (FRANKLIN TN)
FL
06/25/2012 - 11/13/2013
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 04/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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