Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Olivia Lamprecht is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Lauren Olivia Lamprecht has been in the industry since February 26, 2018, and is active in both the broker-dealer and investment advisor space. Lauren Olivia Lamprecht holds the Series 6, 7, 63 and 65 securities licenses and is registered in 27 states. The firm's client base includes high net worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, state and municipal government entities, and more. Lauren Olivia Lamprecht is located in Pennington, NJ.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
11/10/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
DE
01/23/2018 - 12/09/2020
CITIZENS SECURITIES, INC. (DOVER DE)
IA
Issued 06/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lauren Lamprecht is the right advisor for you? Invested Better is here to help.
