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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Rose Berry is a financial advisor with Fidelity Personal And Workplace Advisors. Lauren is a CERTIFIED FINANCIAL PLANNER™ professional and has over 8 years of experience in the financial services industry. Lauren is registered to provide investment advice in 23 states and the District of Columbia. Lauren specializes in providing financial advice to individuals, families, and businesses. She is also experienced in providing financial planning services to high-net-worth individuals and families.
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.
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.
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.
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NY
08/16/2021 - Present
Fidelity Personal AND Workplace Advisors (ROSLYN NY)
BC
Issued 11/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/18/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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