Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Siegfreid? Claim Your ProfileSiegfreid Lauren is an investment advisor representative at Advisory Services Network, LLC. Siegfreid has been in the industry since 2011 and is registered with the state of Kentucky. Siegfreid has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Siegfreid's specializations include retirement planning, financial planning, and estate planning. Advisory Services Network is a Registered Investment Advisor firm with approximately $6.8 billion in assets under management. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. They manage assets on a discretionary and non-discretionary basis. They also provide advisory services to a variety of clients, including individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
KY
08/22/2023 - Present
Advisory Services Network (LEXINGTON KY)
NC
07/09/2021 - 12/09/2021
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
NC
06/03/2016 - 04/01/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Durham NC)
SC
11/05/2014 - 05/20/2016
WELLS FARGO ADVISORS, LLC (SUMMERVILLE SC)
OH
10/01/2012 - 07/14/2014
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
OH
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
BOTH
Issued 12/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Siegfreid Lauren is the right advisor for you? Invested Better is here to help.
