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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Russo is a Registered Investment Advisor Representative with Berkshire Money Management, Inc., based in Dalton, Massachusetts. Lauren has been in the industry since 2018 and is registered with the state of Massachusetts. Lauren has obtained the Series 65 license and holds a degree from UMass Amherst.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting, college planning
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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MA
08/23/2018 - Present
Berkshire Money Management, Inc. (DALTON MA)
IA
Issued 08/23/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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