Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lorenz is a financial professional registered with the state of Pennsylvania. David is a Series 7 and Series 63 licensed professional with SIE certification and has over 11 years of experience in the financial industry. David is currently employed by Vanguard Marketing Corp. David has been registered with Vanguard Marketing Corp. since July 18, 2011. David is located in Malvern, PA at the firm’s branch office.
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
PA
07/18/2011 - Present
Vanguard Marketing Corp. (MALVERN PA)
BC
Issued 07/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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