Unclaimed
Bryan Lorenz is a financial advisor with over 10 years of experience in the industry. Bryan is currently registered with Interactive Brokers LLC. Previously, Bryan was registered with SG Americas Securities, LLC, Newedge USA, LLC, and Morgan Stanley. Bryan holds Series 7 and Series 66 licenses.
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.
1
2
FL
09/09/2015 - Present
Interactive Brokers LLC (Fort Lauderdale FL)
NY
01/02/2015 - 05/20/2015
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
IL
03/11/2014 - 01/02/2015
NEWEDGE USA, LLC (CHICAGO IL)
PA
08/13/2012 - 06/12/2013
MORGAN STANLEY (BERWYN PA)
BOTH
Issued 09/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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