Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean D. Lorenz is a financial advisor with Lion Street Financial, LLC located in Cleveland, Ohio. Jean has been in the securities industry since May 2003. Jean holds the Series 6 and SIE licenses and is registered in Ohio. Previously, Jean worked for CETERA ADVISOR NETWORKS LLC, Girard Securities, Inc., and Nationwide Securities, Inc.
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
OH
07/02/2018 - Present
Lion Street Financial, LLC (Cleveland OH)
OH
11/01/2017 - 07/02/2018
CETERA ADVISOR NETWORKS LLC (CLEVELAND OH)
OH
05/13/2009 - 11/01/2017
GIRARD SECURITIES, INC. (CLEVELAND OH)
OH
05/30/2003 - 05/31/2007
NATIONWIDE SECURITIES, INC. (N ROYALTON OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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