Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loren? Claim Your ProfileLoren Curtis Johnson is a financial advisor with over 35 years of experience in the financial services industry. Loren currently works at Momentum Independent Network Inc. and is based in Akron, Ohio. Loren has worked for a number of firms in the past, including Cullum & Sandow Securities, Inc., Multi-Financial Securities Corporation, and Lincoln Financial Advisors Corporation. Loren has passed the Series 6, 7, 63, 65, and 66 exams and the SIE. Loren is registered in California, Connecticut, Kentucky, Maryland, North Carolina, Ohio, South Carolina, and Tennessee. Loren provides a range of financial services to individuals, families, and businesses, including financial planning, portfolio management, and educational seminars. Loren specializes in providing financial advice to high net worth individuals and families.
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.
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.
12b-1 fees
1
2
OH
08/05/1997 - Present
Momentum Independent Network Inc. (AKRON OH)
TX
05/03/1993 - 08/12/1997
CULLUM & SANDOW SECURITIES, INC. (DALLAS TX)
CO
07/01/1991 - 05/04/1993
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IN
07/09/1987 - 07/23/1991
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/09/1987 - 07/23/1991
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
11/19/1989 - 07/08/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/22/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/09/1987 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
04/16/1984 - 06/19/1985
GUARDIAN INVESTOR SERVICES CORPORATION
BOTH
Issued 08/13/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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