Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Neeno is an Investment Advisor Representative at Flexpath Strategies. Lauren is registered with the state of California and holds the Series 65 license. Lauren specializes in working with retirement plans and pooled investment vehicles. Lauren has been in the industry since 2018 and has experience working with a wide range of clients. Lauren is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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CA
04/01/2022 - Present
Flexpath Strategies (ALISO VIEJO CA)
IA
Issued 04/01/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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