Lauren Rahmeier is a registered investment advisor, based in Holliston, MA, with 8 years of industry experience.
Location
Holliston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lauren is a financial advisor marketing her business through Michael S. Urso, CPA/PFS, CFP Financial Advisor and Urso & Rahmeier Tax and Financial Planning, spending nearly full-time on these activities. She is also an insurance agent with Avantax Insurance Agency/Services, selling life insurance, long-term care insurance, and annuities, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations14 states
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