Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Nicole Matheu is a financial advisor with 49 Financial. Lauren Nicole Matheu is licensed in Florida and has been in the financial industry since 2023. Lauren Nicole Matheu specializes in working with individuals, families, and businesses to develop and implement financial plans that meet their unique needs. Lauren Nicole Matheu has also worked with Purshe Kaplan Sterling Investments in Jacksonville.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/03/2025 - Present
49 Financial (AUSTIN TX)
FL
05/29/2023 - 01/10/2024
PURSHE KAPLAN STERLING INVESTMENTS (Jacksonville FL)
BC
Issued 02/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Lauren Matheu is the right advisor for you? Invested Better is here to help.
