Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Tompkins is a financial advisor with over 9 years of experience in the industry. Lauren is a Certified Financial Planner and has a Series 7 and Series 66 securities license. Lauren is currently registered with Cetera Investment Advisers LLC. Prior to Cetera Investment Advisers LLC, Lauren was registered with Securian Financial Services, Inc. Lauren's specialties include portfolio management, financial planning, and selection of other advisors.
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.
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NC
08/10/2023 - Present
Cetera Investment Advisers LLC (DURHAM NC)
NC
04/26/2023 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Durham NC)
NC
05/24/2018 - 02/28/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (CARY NC)
NC
10/20/2014 - 05/21/2018
SECURIAN FINANCIAL SERVICES, INC. (DURHAM NC)
MN
10/20/2014 - 02/05/2015
CRI SECURITIES, LLC (MINNEAPOLIS MN)
BOTH
Issued 11/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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