Unclaimed
Lauren Kayrish is a financial advisor with Raymond James Financial Services Advisors, Inc. Lauren has been working in the financial industry since 2011 and is registered with the state of Pennsylvania and also holds licenses in California, Florida, Maryland and South Carolina. Lauren has earned the Certified Financial Planner designation and specializes in providing financial planning, pension consulting, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Lauren is also involved in the community and participates in tax preparation services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
10/21/2011 - Present
Raymond James Financial Services Advisors, Inc. (KINGSTON PA)
BOTH
Issued 10/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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