Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Comer is a financial advisor with Fidelity Personal and Workplace Advisors. Lauren has been in the financial services industry for 10 years and has experience in the areas of financial planning, portfolio management, and investment management. Lauren is registered with the following state securities authorities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Lauren holds the Series 6, 7, 63, and 65 licenses.
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
UT
11/16/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
AZ
11/26/2019 - 08/30/2021
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Scottsdale AZ)
AZ
06/18/2018 - 11/27/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
MA
03/17/2015 - 04/02/2018
CITIZENS SECURITIES, INC. (BOSTON MA)
MA
05/16/2013 - 11/17/2014
SANTANDER SECURITIES LLC (SWAMPSCOTT MA)
MA
04/17/2012 - 04/29/2013
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 06/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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