Unclaimed
Lauren Lafferty is a registered representative and investment advisor representative with Janney Montgomery Scott LLC. Lauren has been in the securities industry since November 1, 2005. Lauren is licensed in Pennsylvania and New Jersey. Lauren's firm, Janney Montgomery Scott LLC, is a large financial services firm with offices throughout the United States. The firm offers a wide range of financial services to individuals, businesses, and institutions. Lauren specializes in providing investment advice to individuals, families, and businesses. Lauren is committed to providing her clients with personalized financial planning and investment management services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
05/08/2006 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
BOTH
Issued 05/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2014
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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