Unclaimed
Lauren Patricia Cingilli is a financial professional with experience in the securities industry. Lauren has been working as a registered representative for Charles Schwab & Co., Inc. since April 2019. Previously, Lauren held the position of Registered Representative at Charles Schwab & Co., Inc. from April 2019 to April 2020. Lauren is licensed to offer investment advice and securities products. Lauren holds the Series 7TO and SIE licenses.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
06/08/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
04/15/2019 - 04/03/2020
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BC
Issued 04/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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