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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 Cosulich is a financial advisor registered with Summit Trail Advisors, LLC. Lauren has worked in the financial industry for over 10 years. Lauren has held previous roles with Barclays Capital Inc. and Lehman Brothers Inc. Lauren is a licensed investment advisor in California, Massachusetts, and Texas. Lauren's firm provides a variety of advisory services, including financial planning, portfolio management, pension consulting, and selection of other advisors. Lauren's firm manages over 19 billion dollars in assets. Lauren is a highly experienced advisor with a proven track record of success.
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.
Outsourced chief investment officer services / family office services
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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2
MA
10/14/2015 - Present
Summit Trail Advisors, LLC (BOSTON MA)
MA
10/22/2015 - 08/16/2016
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
MA
09/22/2008 - 08/25/2015
BARCLAYS CAPITAL INC. (BOSTON MA)
CA
08/14/2006 - 09/22/2008
LEHMAN BROTHERS INC. (SAN FRANCISCO CA)
BOTH
Issued 03/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2009
Series 3 - National Commodity Futures Examination
BC
Issued 08/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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