Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loren? Claim Your ProfileLoren Morrison is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc. Loren has been a financial professional since October 2002. Prior to joining Stifel, Nicolaus & Company, Inc., Loren was employed by LPL FINANCIAL LLC. Loren's specializations include Financial Planning, Pension Consulting, and Portfolio Management for Individuals, Businesses and Pooled Investment Vehicles. Loren is also able to provide educational seminars and select other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
05/17/2021 - Present
Stifel, Nicolaus & Company, Inc. (SOUTHFIELD MI)
MI
09/09/2009 - 06/03/2021
LPL FINANCIAL LLC (SOUTHFIELD MI)
AZ
06/09/2009 - 08/27/2009
ECHOTRADE LLC (PHOENIX AZ)
MI
10/15/2004 - 06/04/2009
UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)
NY
09/25/2002 - 10/11/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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