Lauren G Ragsdale

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → Present
  Metlife Securities Inc.
  Roseland, NJ
• 06/2016 → Present
  Metlife Investors Distribution Company
  New York City, NY

Previous Registrations

• 2014-03-31 → 2016-07-26
  Msi Financial Services, Inc.
  Iselin, NJ
  Roseland, NJ

Other Businesses

TRI-STATE HEALTH & WEALTH ADVISORS GROUP, LLC POSITION: Co-Founder/Owner NATURE: Health Ins is the focus and bringing on agents to grow. We will do basic data gathering and if there is a financial guidance need for the person I will help them. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 05/03/2021 ADDRESS: 17 Faranella Drive, Suite B, East Hanover NJ 07936, United States DESCRIPTION: Managing and training less experienced agents to grow the company. Helping new clients with financial literacy. STREET-WISE FINANCIAL PLANNING., Is Investment Related, DBA, Insurance Sales , Financial Professional, Insurance Agent, 03/24/2017,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment and Insurance Sales. Lines of insurance - life, accident, health, LTC, property, casualty, variable

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-12-09

Designations

• Certified Financial Planner

Other Names

• Lauren Georgeanna Mulligan
• Lauren G Mulligan