Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Hanna is a financial advisor at Fidelity Personal and Workplace Advisors. Lauren has been in the industry for over five years. Prior to joining Fidelity, Lauren worked at Charles Schwab & Co., Inc. and Edward Jones. Lauren holds the Series 7, Series 9, Series 10, Series 63, and Series 66 licenses and is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative (IAR). Lauren is also registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative. Lauren specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Lauren also offers educational seminars and workshops to help clients learn more about investing and managing their finances. Lauren's practice is focused on helping clients achieve their long-term financial goals.
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
CO
12/16/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
09/24/2018 - 04/16/2021
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 08/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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