Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Bollinger is a financial advisor with Raymond James Financial Services Advisors, Inc. Lauren has been working in the financial services industry since 2000. Lauren is registered with the Securities and Exchange Commission (SEC) and has a Series 7 and Series 66 license. Lauren offers a range of financial planning and investment services to individual and institutional clients. Lauren is committed to providing her clients with personalized financial advice and investment management services. Lauren is also a member of the Finance/Investment Committee at the First Congregational Church of Westfield.
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
NJ
05/27/2020 - Present
Raymond James Financial Services Advisors, Inc. (WESTFIELD NJ)
NJ
03/02/2015 - 09/13/2018
WELLS FARGO CLEARING SERVICES, LLC (WESTFIELD NJ)
NJ
11/22/2000 - 01/05/2015
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 01/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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