Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Ahern is a financial advisor at Raymond James & Associates, Inc., and has been in the industry since 2007. Lauren holds multiple licenses and certifications, including Series 66, Series 24, Series 57TO, Series 55, and Series 7. Lauren is registered with the state of Florida and has been actively involved in the industry for over 16 years. Lauren specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors to clients.
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
04/20/2017 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
10/06/2014 - 04/18/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
01/11/2012 - 10/01/2014
EAGLE FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
12/13/2006 - 12/02/2011
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 10/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/12/2006
Series 7 - General Securities Representative 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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