Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Rebecca Sondalle is an active financial advisor in the state of Washington. Lauren has been in the industry since 2013 and currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Previously, Lauren has worked for CETERA INVESTMENT SERVICES LLC and J.P. MORGAN SECURITIES LLC. Lauren offers various financial services including portfolio management for businesses and individuals, pension consulting and educational seminars. Lauren is licensed and registered to provide financial advice in a number of states, including Texas, Washington, and others.
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
WA
10/02/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SPOKANE WA)
WA
05/17/2018 - 02/07/2020
CETERA INVESTMENT SERVICES LLC (SPOKANE WA)
WA
03/25/2013 - 05/24/2018
J.P. MORGAN SECURITIES LLC (SPOKANE WA)
BOTH
Issued 10/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2013
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
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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