Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Desforge is an investment advisor representative associated with Cerity Partners LLC and has been in the industry since May 9, 1986. Lauren's primary office is located in Boston, MA, and she is registered in Massachusetts. Lauren is also a Certified Financial Planner and a Personal Financial Specialist. Lauren has also served as a board member and member of the finance committee for the Massachusetts Collaborative Law Council and has volunteered for Advisers Give Back, Inc. Lauren's experience encompasses a diverse range of client types, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
02/08/2022 - Present
Cerity Partners LLC (BOSTON MA)
NA
05/09/1986 - 12/31/1990
WINGATE CAPITAL CORPORATION
NA
02/19/1986 - 05/06/1986
SUMMIT CORPORATION
BC
Issued 06/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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