Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenton? Claim Your ProfileBrenton John Lorenz is a financial professional with over 12 years of experience in the industry. Currently registered with Ba Securities, LLC in Pennsylvania and Maryland, Brenton holds Series 63, SIE, Series 82, and Series 79 licenses. Brenton was previously registered with Stillpoint Capital, LLC, Bowen Advisors, Inc. and McLean Securities, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
PA
06/02/2023 - Present
BA Securities, LLC (W. CONSHOHOCKEN PA)
FL
12/01/2020 - 09/19/2022
STILLPOINT CAPITAL, LLC (TAMPA FL)
MA
04/02/2018 - 09/08/2020
BOWEN ADVISORS, INC. (PLYMOUTH MA)
FL
08/22/2017 - 04/03/2018
STILLPOINT CAPITAL, LLC (TAMPA FL)
VA
01/17/2011 - 08/15/2017
MCLEAN SECURITIES, LLC (MCLEAN VA)
BC
Issued 09/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2017
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 01/15/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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