Unclaimed
Lauren Michele Nowell is a financial advisor with Fidelity Personal and Workplace Advisors. Lauren is a Registered Representative and Investment Advisor Representative with over 9 years of experience in the financial services industry. Lauren works with a variety of clients including high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Lauren is dedicated to providing her clients with personalized financial advice and strategies to help them reach their financial goals. Lauren is licensed to provide advisory services in multiple states including Arkansas, California, Colorado, Connecticut, Florida, Illinois, Kansas, Massachusetts, Michigan, Missouri, New Hampshire, New York, Oklahoma, Oregon, South Carolina, Texas, Washington and West Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 02/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/12/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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