Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Novak is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Baltimore, Maryland. Lauren is a Registered Representative and has a strong focus on building long-term relationships with her clients. She helps her clients develop and implement personalized financial plans, which can include retirement planning, college savings, and investment management. Lauren is also a licensed Investment Advisor Representative in several states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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2
MD
01/24/2025 - Present
Cambridge Investment Research Advisors, Inc. (Baltimore MD)
BOTH
Issued 01/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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