Lauren Ma, CFP
UBS Financial Services
Certified Financial Planner in Walnut Creek, CA
https://financialservicesinc.ubs.com/team/lmwm/
Address:1255 Treat Blvd Ste 1000
Walnut Creek, CA 94597
About Lauren Ma
Lauren Ma is a financial professional at UBS Financial Services located in Walnut Creek, California. Lauren Ma holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Lauren Ma provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Lauren Ma1255 Treat Blvd Ste 1000
Walnut Creek, CA 94597
Phone Number:
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Website:
https://financialservicesinc.ubs.com/team/lmwm/
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