Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Williams is a financial advisor with Ameriprise Financial Services, LLC. Lauren has been in the financial services industry since 2009 and has a broad range of experience. Lauren has experience working with a wide variety of clients, including individuals, families, businesses, and trusts. Lauren's specializations include retirement planning, college savings, investment management, and insurance. Lauren is committed to providing her clients with personalized financial advice and guidance.
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.
Asset allocation services
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.
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2
TX
11/03/2023 - Present
Ameriprise Financial Services, LLC (Dallas TX)
TX
01/23/2019 - 11/03/2023
COMERICA SECURITIES (DALLAS TX)
TX
07/02/2018 - 01/30/2019
BOK FINANCIAL SECURITIES, INC. (Dallas TX)
TX
05/25/2017 - 03/19/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (FLOWER MOUND TX)
TX
04/28/2017 - 05/05/2017
WEDBUSH SECURITIES INC. (DALLAS TX)
TX
04/03/2012 - 03/20/2017
UBS FINANCIAL SERVICES INC. (DALLAS TX)
TX
09/20/2011 - 04/13/2012
DEUTSCHE BANK SECURITIES INC. (DALLAS TX)
TX
02/25/2011 - 04/18/2011
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
07/16/2008 - 10/14/2010
ING FINANCIAL ADVISERS, LLC (ADDISON TX)
BOTH
Issued 03/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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