About Lauren Petrone
Lauren provides day-to-day support with client requests, performance reporting, account opening, and all other service-related items. She is Series 7, 9, 10 and 66 licensed.
Prior to joining the team, Lauren served as a Business Service Officer in the Morgan Stanley Midtown Manhattan Complex where she was responsible for overseeing approximately 30 service professionals and supervised all service and business functions in the complex.
Lauren received a Bachelor of Science degree from Penn State University, majoring in Marketing with a Concentration in Finance. Lauren volunteers as a mentor for Smeal College of Business, where she provides career development, professional guidance, and assistance with the navigation of professional environment for current students.
Lauren currently resides in Manhattan, NY and enjoys running and travelling in her free time.
Securities Agent: PA, PR, CO, MA, LA, KY, VI, TN, OH, SC, OR, HI, NY, WV, WY, WI, WA, VT, VA, UT, TX, SD, RI, NV, MN, GA, OK, FL, NM, ND, MS, MO, NE, ME, MI, MT, MD, NH, NJ, KS, NC, IL, ID, IA, AR, AL, DE, DC, CT, CA, AZ, AK, IN; BM/Supervisor; General Securities Representative; Investment Advisor Representative