Unclaimed
Lauren Genuardi is an Investment Advisor Representative with Expressive Wealth LLC in Chicago, Illinois. Lauren has been in the financial services industry since 2004. Lauren specializes in providing financial planning and portfolio management services to individuals and families. Lauren has a Series 7 and Series 65 license, and is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
IL
03/01/2024 - Present
Expressive Wealth LLC (CHICAGO IL)
IL
03/25/2004 - 07/21/2004
MESIROW FINANCIAL, INC. (CHICAGO IL)
IA
Issued 11/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Lauren Genuardi is the right advisor for you? Invested Better is here to help.