We are proud to announce that Lauren Bell, MBA, has passed the Series 65 Exam, also known as the Uniform Investment Advisor Law Examination.
Passing this exam is a major step, qualifying Lauren as an Investment Adviser Representative (IAR). This certification demonstrates high standards of knowledge regarding investment vehicles, strategies, and regulatory ethics.
As an IAR, Lauren is now authorized to provide fee-based investment advice and portfolio management. We are thrilled to have this level of expertise on our team to help our clients build, grow, and protect their wealth.
As a result of her hard work, Lauren has been promoted from Client Relationship Manager to Wealth Advisor. Please join us in congratulating Lauren on this significant professional achievement!
