Unclaimed
Natasha Lauer is a registered representative of Cambridge Investment Research Advisors, Inc. with over 16 years of experience in the financial services industry. Natasha has been registered with Cambridge Investment Research Advisors, Inc. since May 2014. Prior to that, Natasha was registered with MML INVESTORS SERVICES, LLC from July 2006 to May 2014. Natasha holds the Series 66, Series 7, and SIE licenses. Natasha is registered with the states of Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, Virginia, and Wisconsin.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
05/13/2014 - Present
Cambridge Investment Research Advisors, Inc. (CHICAGO IL)
IL
07/07/2006 - 05/29/2014
MML INVESTORS SERVICES, LLC (CHICAGO IL)
BOTH
Issued 04/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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