Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Marie Lorenzen is a financial advisor with Robert W. Baird & Co. Inc. Jennifer has been in the financial industry since 2001 and holds Series 6, 7, 63, and 65 licenses. Jennifer has worked at multiple firms over the years, including First Heartland Capital, Inc. and New England Securities. Jennifer is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IL
10/30/2018 - Present
Robert W. Baird & Co. Inc. (Rockford IL)
IL
10/04/2001 - 03/29/2018
FIRST HEARTLAND CAPITAL, INC. (ROCKFORD IL)
NY
02/02/2001 - 10/09/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 10/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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