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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorens? Claim Your ProfileLorens Jorgensen is a financial advisor with over 15 years of experience in the industry. Lorens is currently registered with Fidelity Personal And Workplace Advisors. Lorens is also registered as an investment advisor representative in New Hampshire and Texas. Lorens has a wide range of experience and specializes in providing financial advice to individuals, families, and businesses. Lorens holds the Series 7 and Series 66 licenses. In addition to their current role at Fidelity Personal And Workplace Advisors, Lorens has previously worked for Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., and Ameriprise Financial Services, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NH
01/01/2008 - 12/04/2008
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
02/02/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)
NH
11/14/2002 - 12/06/2006
AMERIPRISE FINANCIAL SERVICES, INC. (BEDFORD NH)
MN
11/14/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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