Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loren? Claim Your ProfileLoren Cary Sydney is a financial advisor registered with Raymond James & Associates, Inc. Loren has been working in the financial services industry since 1988. Loren holds Series 7 and Series 63 licenses. Loren is registered in 20 states and works primarily with individuals and businesses. In addition to financial planning and portfolio management, Loren also offers educational seminars and pension consulting services. Loren's firm, Raymond James & Associates, Inc., is a well-established financial services firm with over 7,000 advisors nationwide. The firm provides a wide range of financial products and services to individuals, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
07/05/1996 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
NY
10/21/1994 - 06/27/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/09/1988 - 10/24/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
12/22/1987 - 04/14/1988
THE STUART-JAMES COMPANY, INC.
NA
04/06/1988 - 04/13/1988
BERKELEY SECURITIES CORPORATION
BC
Issued 12/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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