Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maggie? Claim Your ProfileMaggie Lauer is a financial advisor with LPL Financial LLC, working in the San Diego, CA area. She is a Certified Financial Planner and has been in the financial services industry for over 5 years. Maggie has experience working with a variety of clients, including individuals, families, businesses, and institutions. She is passionate about helping her clients achieve their financial goals. Prior to joining LPL Financial LLC, Maggie held roles at INDEPENDENT FINANCIAL GROUP, LLC, Cabot Lodge Securities LLC, and TRI-STAR FINANCIAL.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
04/21/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
03/25/2019 - 12/10/2019
INDEPENDENT FINANCIAL GROUP, LLC (EL SEGUNDO CA)
CA
09/17/2018 - 02/13/2019
CABOT LODGE SECURITIES LLC (San Marino CA)
BOTH
Issued 10/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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