Siegfreid Lauren, financial advisor Chapel Hill NC
90 score

Siegfreid Lauren

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Chapel Hill, NC May 2016 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Chapel Hill, NC May 2016 - Current 2
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Siegfreid B. Lauren
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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