Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Pedersen is a financial advisor with Osaic Wealth, Inc. based in Verona, WI. Lauren has been in the financial industry since 1983 and holds Series 7, 24, 53 and 63 licenses. Lauren also holds the SIE designation. Lauren provides investment advice to a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, and pension plans. Lauren offers financial planning services, portfolio management, and educational seminars. Lauren is also registered with the state of Wisconsin as an Investment Advisor Representative.
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.
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.
1
2
WI
05/14/1992 - Present
Osaic Wealth, Inc. (VERONA WI)
NA
10/20/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 10/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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