Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauren? Claim Your ProfileLauren Zuckerman is a financial advisor at J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Lauren has been in the financial services industry for over 6 years. Lauren specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Lauren is registered with the Securities and Exchange Commission (SEC) and FINRA. Lauren is also a member of the New York Society of Certified Public Accountants. Lauren holds a Series 7, Series 63, and Series 65 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
04/12/2024 - Present
J.p. Morgan Securities LLC (Melville NY)
NY
01/04/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Garden City NY)
NY
01/25/2019 - 01/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)
NY
03/02/2017 - 08/21/2018
UBS FINANCIAL SERVICES INC. (GARDEN CITY NY)
IA
Issued 02/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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