Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Rudd is a financial advisor with over 25 years of experience in the industry. Lauren is a registered representative with Raymond James & Associates, Inc. and has held a variety of positions with several firms. Lauren holds several licenses and qualifications, including Series 7, 24, 63 and 65. Lauren Rudd has specialized in providing a range of financial services including financial planning, portfolio management, and educational seminars. Lauren's background in real estate provides her with a unique perspective to help clients achieve their goals.
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.
Please see note in schedule d - miscellaneous
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
FL
11/06/2020 - Present
Raymond James & Associates, Inc. (Sarasota FL)
NA
03/23/1994 - 02/13/1995
FERRIS, BAKER WATTS INCORPORATED
NA
02/24/1992 - 03/01/1994
LEGG MASON WOOD WALKER, INCORPORATED
BC
Issued 12/22/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1987
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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