Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loren? Claim Your ProfileLoren Fiffik is a financial advisor with Confluence Financial Partners in MCMURRAY, PA. Loren has been in the industry since 2000 and has experience working with individuals, corporations, high net worth individuals, pension and profit sharing plans, and charitable organizations. Loren holds the Series 7, Series 66, and SIE securities licenses. Loren also has the Certified Financial Planner designation.
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.
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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PA
07/02/2021 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
04/25/2019 - 07/07/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (PITTSBURGH PA)
PA
01/01/2004 - 05/02/2019
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
09/19/2001 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
OH
09/08/2000 - 06/28/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NJ
02/07/2001 - 03/22/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 02/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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