Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loren? Claim Your ProfileLoren Brixey is a financial professional with over 20 years of experience in the industry. Loren is currently registered with Charles Schwab & Co., Inc. and is located in Westlake, TX. Previously, Loren worked with WMA Securities, Inc. in Duluth, GA. Loren specializes in providing financial planning and investment advice to individuals and families. Loren holds several industry licenses and certifications, including Series 6, 7, 9, 10, 63 and SIE. Loren is committed to providing personalized and comprehensive financial services to help clients achieve 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
12/05/2014 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
09/08/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
GA
03/05/1997 - 12/31/1997
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 03/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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