Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Fine is a financial advisor with Gries Financial Partners based in Cleveland, Ohio. Lauren has over 20 years of experience in the financial services industry. Lauren has a Series 7, Series 63, and Series 87 license. Lauren is also a Chartered Financial Analyst (CFA). Lauren specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Lauren also provides financial planning, pension consulting, and selection of other advisors.
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.
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.
Personal trustee services, bill pay, and tax prep assistance
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Personal trustee services, bill pay, and tax prep assistance
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OH
04/13/2017 - Present
Gries Financial Partners (CLEVELAND OH)
NY
08/17/1995 - 04/25/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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