Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marshall? Claim Your ProfileMarshall Lohrenz is an active Registered Representative and Investment Advisor Representative in Arizona and Texas. Marshall has been in the financial industry since 2000 and has held previous positions at Independent Financial Group, LLC, Centaurus Financial, Inc., Brookstreet Securities Corporation, MetLife Securities Inc. and Metropolitan Life Insurance Company. Marshall's experience and expertise includes investments, insurance, financial planning, and estate planning. He is also a partner at Entrust Wealth Management, a firm that provides financial services in Yuma, Arizona. Marshall is dedicated to helping individuals and families achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
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2
AZ
10/12/2020 - Present
United Planners' Financial Services OF America A Limited Partner (Yuma AZ)
AZ
01/07/2013 - 09/25/2020
INDEPENDENT FINANCIAL GROUP, LLC (YUMA AZ)
AZ
07/23/2007 - 12/31/2012
CENTAURUS FINANCIAL, INC. (YUMA AZ)
AZ
12/02/2003 - 07/18/2007
BROOKSTREET SECURITIES CORPORATION (YUMA AZ)
MA
05/15/2000 - 12/08/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/15/2000 - 12/08/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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