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.
Hornor, Townsend & Kent, Inc.
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.