Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loren? Claim Your ProfileLoren Scott Kyes has been in the financial services industry since 2004 and is a registered representative with LPL Financial LLC. Loren holds a variety of licenses and certifications including Series 7, Series 10, Series 24, Series 52, Series 53, Series 63, and Series 65. Loren has held previous roles with Performance Trust Capital Partners, LLC, TradeStation Securities, Inc., Loop Capital Markets LLC, Fixed Income Capital Partners, LLC, Banc One Securities Corporation, and Prudential Securities Incorporated. Loren has worked with a variety of client types, including high-net-worth individuals, corporations, and charitable organizations. Loren and LPL Financial LLC provide advisory services that include financial planning, portfolio management, pension consulting, and selection of other advisers.
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.
Consulting and other non-discretionary advisory services
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
03/14/2014 - Present
LPL Financial LLC (HOLLAND MI)
IL
06/29/2012 - 10/18/2012
PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO IL)
IL
06/16/2010 - 05/22/2012
TRADESTATION SECURITIES, INC. (CHICAGO IL)
IL
06/16/2009 - 09/17/2009
LOOP CAPITAL MARKETS LLC (CHICAGO IL)
IL
02/27/2004 - 06/02/2009
FIXED INCOME CAPITAL PARTNERS, LLC (ITASCA IL)
IL
06/19/2003 - 03/05/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
06/07/2001 - 05/23/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/06/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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