Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Monce is an investment advisor representative who is currently employed with IRA Group, Inc.. Lauren previously worked at Carter, Terry & Company, Inc. Lauren Monce has been in the industry since 2017. Lauren has a series 66 and series 24 license.
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.
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.
Project flat fees
1
2
GA
01/06/2022 - Present
IRA Group, Inc. (ATLANTA GA)
GA
07/24/2019 - 11/29/2021
CARTER, TERRY & COMPANY, INC. (ATLANTA GA)
BOTH
Issued 10/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/24/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2019
Series 7TO - General Securities Representative Examination
Active
Inactive
Not sure Lauren Monce is the right advisor for you? Invested Better is here to help.
