Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Millard has been a financial advisor for over 15 years. Lauren is currently an Investment Advisor Representative at Cetera Investment Advisers LLC in Birmingham, AL. Lauren has extensive experience in the financial services industry, having previously worked at Morgan Stanley and Regions Bank.
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.
1
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 05/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/18/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2015
Series 3 - National Commodity Futures Examination
BC
Issued 01/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lauren Millard is the right advisor for you? Invested Better is here to help.
