Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Anastasio is a financial advisor with Vanguard Advisers, Inc. Lauren has been in the industry since 2010 and is registered as a broker-dealer in Delaware, Pennsylvania, and Texas. Lauren also holds the Series 7, 63, and 65 licenses, as well as the SIE designation. Lauren is a Certified Financial Planner™ professional and specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and pooled investment vehicles. Lauren has previous experience at Stash Capital LLC and Sofi Securities LLC.
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.
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
PA
02/27/2023 - Present
Vanguard Advisers, Inc. (MALVERN PA)
NY
12/14/2021 - 12/21/2022
STASH CAPITAL LLC (NEW YORK NY)
DE
05/24/2018 - 10/19/2021
SOFI SECURITIES LLC (Claymont DE)
DC
06/29/2010 - 08/03/2016
J.P. MORGAN SECURITIES LLC (WASHINGTON DC)
IA
Issued 07/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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