Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lorenz is an investment advisor representative with Fidelity Personal And Workplace Advisors. James has been in the industry since December 10, 1990, and is registered in 50 states. James's primary location is Boston, MA, but he also has a branch office in Durham, NC. James is registered with FINRA and is a member of the Securities Industry and Financial Markets Association (SIFMA). James specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
05/19/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NH
01/29/1996 - 08/11/2016
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
04/19/1990 - 01/01/1996
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
NA
09/13/1988 - 07/11/1989
JOSEPHTHAL & CO., INCORPORATED
NA
07/21/1988 - 09/16/1988
SANDLER, TRENCH & COMPANY, INC.
NA
11/23/1987 - 08/02/1988
EQUITIES INTERNATIONAL SECURITIES, INC.
NA
08/05/1987 - 11/16/1987
FIRST INVESTORS CORPORATION
BOTH
Issued 5/6/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/7/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/10/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 8/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 8/4/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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