Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loren? Claim Your ProfileLoren Cunnington is a registered representative with LPL Financial LLC. Loren has been in the financial services industry for over 12 years. Loren has experience with financial planning, pension consulting, and portfolio management for businesses and individuals. Loren is also a registered investment advisor representative.
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.
Consulting and other non-discretionary advisory services
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.
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MI
06/10/2022 - Present
LPL Financial LLC (SOUTH HAVEN MI)
MI
07/23/2020 - 06/09/2022
ALLSTATE FINANCIAL SERVICES, LLC (SOUTH HAVEN MI)
IN
01/04/2018 - 07/20/2020
WELLS FARGO CLEARING SERVICES, LLC (MISHAWAKA IN)
MI
10/05/2015 - 01/05/2018
CETERA INVESTMENT SERVICES LLC (NILES MI)
IN
10/07/2014 - 04/21/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SOUTH BEND IN)
MI
10/01/2012 - 09/25/2014
J.P. MORGAN SECURITIES LLC (BENTON HARBOR MI)
MI
04/14/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BENTON HARBOR MI)
MI
12/04/2009 - 04/05/2011
EDWARD JONES (STEVENSVILLE MI)
BOTH
Issued 12/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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