Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Boyce is a financial professional with over 14 years of experience in the financial services industry. Lauren is currently registered with BNY Advisors and has previously worked for PERSHING LLC, VANGUARD MARKETING CORPORATION, and MORGAN STANLEY & CO. INCORPORATED. Lauren holds the Series 7, Series 31, Series 52TO, and Series 66 licenses. Lauren also holds the Certified Financial Planner designation.
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.
Mutual fund screening, model portfolio delivery
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Asset based fees related to model portfolio delivery
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2
NJ
11/22/2021 - Present
BNY Advisors (PENNINGTON NJ)
NJ
11/09/2021 - 03/04/2024
PERSHING LLC (Pennington NJ)
PA
09/22/2014 - 11/02/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
10/13/2009 - 08/25/2014
PERSHING LLC (KING OF PRUSSIA PA)
PA
08/12/2008 - 01/09/2009
MORGAN STANLEY & CO. INCORPORATED (PHILADELPHIA PA)
BOTH
Issued 09/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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