Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loren? Claim Your ProfileLoren Jones is an investment advisor representative and securities agent currently associated with Stifel, Nicolaus & Company, Inc.. Loren is registered with the state of Texas. Loren has 11 years of experience in the securities industry. Loren has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Loren is a licensed financial professional who works with a wide range of clients, including individuals, businesses, charitable organizations, and insurance companies.
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.
1
2
TX
04/11/2024 - Present
Stifel, Nicolaus & Company, Inc. (WICHITA FALLS TX)
CO
06/21/2012 - 06/07/2016
EDWARD JONES (THORNTON CO)
BOTH
Issued 04/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2024
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2012
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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