Lauren Imperiosi Margetts, financial advisor Mahwah NJ

Lauren Imperiosi Margetts

CRD Number: 5546137
Current Firm: Fidelity Personal And Workplace Advisors

Lauren Imperiosi Margetts (CRD# 5546137) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mahwah, NJ and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services Towson, MD Jul 2018 - Current 5
Princor Financial Services Corporation Parsippany, NJ Aug 2011 - Jul 2018 6
Principal Life Insurance Company Parsippany, NJ Aug 2011 - Jul 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2010
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Lauren E. Imperiosi Margetts
Phone Number: 617-563-7000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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