Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loren? Claim Your ProfileLoren Boston is a financial advisor with over 30 years of experience in the financial services industry. Loren is currently registered with Invicta Capital LLC and is licensed to provide securities and investment advisory services in Connecticut. Loren has held previous roles at several firms including CRITO CAPITAL LLC, WEILD & CO., OLD CITY SECURITIES LLC, MVISION PRIVATE EQUITY ADVISERS USA LLC, NORTH SEA SECURITIES L.P., VCA SECURITIES, LP, EATON PARTNERS, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CITIGROUP GLOBAL MARKETS INC., BARCLAYS CAPITAL INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Loren holds several licenses and certifications, including Series 7, Series 24, Series 63, Series 82TO, and SIE.
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.
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2
PA
11/29/2023 - Present
Invicta Capital LLC (OAKMONT PA)
CT
01/18/2022 - 11/09/2023
CRITO CAPITAL LLC (WESTPORT CT)
CO
07/26/2022 - 11/30/2022
WEILD & CO. (BOULDER CO)
NY
03/08/2021 - 01/03/2022
OLD CITY SECURITIES LLC (NEW YORK NY)
NY
07/25/2016 - 03/18/2020
MVISION PRIVATE EQUITY ADVISERS USA LLC (NEW YORK NY)
NY
05/12/2014 - 01/28/2016
NORTH SEA SECURITIES L.P. (NEW YORK NY)
NY
10/08/2013 - 05/01/2014
VCA SECURITIES, LP (NEW YORK CITY NY)
CT
03/05/2010 - 07/24/2013
EATON PARTNERS, LLC (ROWAYTON CT)
NY
05/25/2004 - 01/08/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/08/2002 - 03/18/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/01/1992 - 05/08/1998
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/22/1985 - 01/28/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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