Unclaimed
Lorren Bryant is a financial advisor with Verity Asset Management. Lorren has been working in the financial services industry since January 29, 1990, with experience at firms including MetLife Securities Inc. and Metropolitan Life Insurance Company. Lorren is a Certified Financial Planner, and holds FINRA Series 63, 65, 7, and SIE licenses. Lorren is registered with the state of North Carolina, Kentucky, Pennsylvania, and Texas. In addition to advisory work, Lorren is also the president of Manton Financial Services, Inc., and is involved with real estate ownership and management through Dogwood Properties, LLC and Manton Properties, LLC.
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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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.
1
2
NC
03/09/2021 - Present
Verity Asset Management (CARRBORO NC)
MA
10/11/1990 - 05/02/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/11/1990 - 05/02/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MD
10/25/1989 - 07/05/1990
H. BECK, INC. (ROCKVILLE MD)
IA
Issued 09/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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