Siegfreid LaurenCRD Number: 5535325
Current Firm: Advice And Planning Services
Siegfreid Lauren (CRD# 5535325) is an Investment Advisor Representative working at Advice And Planning Services in Chapel Hill, NC and has over 2 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Oak City Consulting, LLC
|Tiaa||Chapel Hill, NC||May 2016 - Current||< 1|
|Tiaa-cref Individual & Institutional Services, LLC||Chapel Hill, NC||May 2016 - Current||< 1|
|Wells Fargo Advisors, LLC||Summerville, SC||Sep 2014 - May 2016||1|
|Wells Fargo Bank, Na||Summerville, SC||Sep 2014 - May 2016||1|
|J.p. Morgan Securities LLC||Columbus, OH||Oct 2012 - Jun 2014||1|
|Jpmorgan Chase Bank||Columbus, OH||Aug 2010 - Jun 2014||3|
|Chase Investment Services Corp||Columbus, OH||Oct 2011 - Oct 2012||1|
|Unemployed||Columbus, OH||Jun 2010 - Jul 2010||< 1|
|Columbus Chamber Of Commerce||Columbus, OH||Jan 2010 - May 2010||< 1|
|Capital University||Columbus, OH||Jan 2008 - May 2010||2|
|Chase Home Finance||Columbus, OH||Jun 2008 - Sep 2008||< 1|
|Ubs||Columbus, OH||Mar 2008 - May 2008||< 1|
|Unemployed||Durham, NC||Oct 2007 - Dec 2007||< 1|
|Sears Holding Corp||Wilmington, OH||Sep 2006 - Sep 2007||1|
|University Of North Carolina Greensboro||Greensboro, NC||Aug 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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