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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 Millard is a financial advisor with Cetera Investment Advisers LLC. Lauren has been in the financial services industry since 2008. Lauren has a strong background in financial planning and portfolio management. Lauren is dedicated to providing personalized financial advice to help clients achieve their financial goals. Lauren holds a Series 7, Series 3, Series 9, Series 10, and Series 66 licenses. Lauren also holds a SIE license. Lauren has experience working with clients of all ages and income levels.
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.
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
AL
01/10/2023 - Present
Cetera Investment Advisers LLC (BIRMINGHAM AL)
AL
12/06/2012 - 11/15/2022
MORGAN STANLEY (Birmingham AL)
GA
08/16/2012 - 10/26/2012
PURSHE KAPLAN STERLING INVESTMENTS (ATLANTA GA)
GA
06/01/2009 - 08/08/2012
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
01/09/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
BOTH
Issued 5/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/20/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 2/18/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/13/2015
Series 3 - National Commodity Futures Examination
BC
Issued 1/7/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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