Our purpose is to help people build fulfilling futures. Our mission is to help our clients secure their financial well-being so they can pursue long and fulfilling lives. Now and into the future, we can help you face your future with condence.
|Name of Broker/Dealer:||LPL Advisors|
|Number of Years with Current Firm:||3|
|I work with the following types of clients:||Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations|
|Advisory Services Provided:||Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning, Insurance Products & Annuities, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts|
|Investment Types:||Bonds, Stocks, Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Email, At my office, At your home, Our Offices, Video Conference, Via Phone, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Health, Annuity, Accident, Disability, Life, Variable Life, Long Term Care, Variable Annuity|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Commissions, Flat Fee, Based on Assets|
Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
With more than 20 years of experience in the financial services industry, Lauren D. Toli understands that serving clientsfinancial and investment needs begins with building strong, lasting partnerships. She focuses on listening to each client because she believes everyones needs and financial goals for the future are unique.
Lauren worked at Fidelity Investments for 21 years, where she served as Vice President/Trading. She also held the position of Currency Management Officer with State Street. Additionally, she currently holds Series 7, 63 and 55.
Lauren graduated from Stonehill College with a Bachelor of Arts degree in Communications and Business minor. She has taken graduate level business courses toward a Suffolk University MBA. A firm believer in continuing education, Lauren enhances her experience by participating in continuing education courses.
Lauren takes pride in community involvement. She has served as Trustee for the Albanian Archdiocese in America since 1990. She is also a member of the investment committee at St. George Cathedral where she serves as a member of the advising team.
In 2008 Lauren was co-chair of 100th anniversary of the founding of the Archdiocese in America at which 1000 people attended a dinner dance with guest of honor Jim Belushi. Lauren currently resides in Dedham, MA with her husband Michael and daughter Jordan. When Lauren is not working with clients, Lauren enjoys golfing, going to the beach and spending time with her.
Financial Planning for Individuals
Work with individuals, families and small businesses creating a financial plan that moves you toward your financial goals.