Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loren? Claim Your ProfileLoren Ehlers is a financial advisor at Centaurus Financial, Inc. Loren has been in the financial services industry for over 50 years and has a wide range of experience. Loren has a strong track record of providing excellent financial advice and guidance to individuals and businesses. Loren is committed to helping clients reach their financial goals.
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.
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.
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CA
01/01/2025 - Present
Centaurus Financial, Inc. (LAGUNA BEACH CA)
MA
03/31/1999 - 06/09/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
01/12/1987 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
10/29/1986 - 01/21/1987
RELIASTAR FINANCIAL MARKETING CORP.
NA
03/27/1986 - 01/19/1987
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
11/15/1981 - 08/20/1986
CECO FINANCIAL SECURITIES CORP.
NA
05/23/1975 - 08/26/1982
PENSION EQUITIES CO.
NA
05/29/1974 - 03/04/1977
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
02/05/1975 - 06/22/1975
INVESTOGENIC SERVICES, INC.
NA
08/09/1973 - 03/20/1975
NEWFIELD INVESTMENTS INCORPORATED
NA
12/20/1968 - 09/27/1973
CNA INVESTOR SERVICES, INC.
IA
Issued 08/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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