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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 Rosenberg-moffitt is a financial advisor registered with Ameriprise Financial Services, LLC. Lauren has been in the financial services industry since 1998. Lauren holds FINRA Series 7, SIE and Series 63 licenses and has worked for IDS Life Insurance Company and Ameriprise Financial Services, Inc. in the past. Lauren Rosenberg-moffitt provides financial advice and services to individuals, corporations, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, trusts/estates, and insurance companies. Lauren Rosenberg-moffitt's firm is Ameriprise Financial Services, LLC, which is headquartered in Minneapolis, Minnesota. Ameriprise Financial Services, LLC offers a variety of financial services to individuals, corporations, and institutions. The firm has over 10,000 employees and manages over $479 billion in assets.
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.
Asset allocation 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
NY
05/06/2021 - Present
Ameriprise Financial Services, LLC (GREAT NECK NY)
MN
08/21/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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