Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Szczybor is an active investment advisor representative with The Colony Group, LLC, based in Hunt Valley, MD. Lauren has been working in the financial services industry since June 2013. Lauren has a Series 6, 7, 63 and 65 license. Lauren has previously worked with T. Rowe Price Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lincoln Financial Advisors Corporation, and Hornor, Townsend & Kent, Inc..
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MD
09/03/2024 - Present
THE Colony Group, LLC (Hunt Valley MD)
MD
06/11/2019 - 07/10/2024
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MD
06/15/2018 - 05/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
01/18/2017 - 03/09/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (Lutherville MD)
MD
06/25/2013 - 01/19/2017
HORNOR, TOWNSEND & KENT, INC. (HUNT VALLEY MD)
IA
Issued 02/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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