Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loren? Claim Your ProfileLoren Dennis Evans is a financial advisor who has been in the industry since July 12, 1977. Loren is currently registered with Wells Fargo Clearing Services, LLC and has offices in Bethesda, MD and Millsboro, DE. Loren has previously worked at A. G. Edwards & Sons, Inc., Chase Manhattan Investment Services, Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc, IDS Life Insurance Company, IDS Marketing Corporation and Investors Diversified Services, Inc. Loren holds a Series 63, 65, 7, 8, 9, 10 and 24 license and has received a SIE designation. Loren specializes in investment consulting services, financial planning, portfolio management for individuals and businesses, and pension consulting. Loren is also a co-trustee of the Robert & Virginia Family Trust.
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.
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.
Investment consulting services to institutional clients
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
MD
09/30/2021 - Present
Wells Fargo Clearing Services, LLC (BETHESDA MD)
DC
06/28/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WASHINGTON DC)
IL
08/07/1991 - 06/28/1996
CHASE MANHATTAN INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
04/11/1988 - 07/30/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/18/1979 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
07/06/1977 - 11/01/1979
IDS LIFE INSURANCE COMPANY
NA
07/06/1977 - 11/01/1979
IDS MARKETING CORPORATION
NA
07/06/1977 - 11/01/1979
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 10/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/30/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/16/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1979
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1977
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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