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Pamela Jane Lorenz

J.w. Cole Financial, Inc.

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About Pamela Jane Lorenz

Pamela Lorenz is a financial advisor with over 35 years of experience in the financial services industry. Pamela has a wide range of experience working with clients in various areas. Pamela is currently registered with J.W. Cole Financial, Inc. in Irvine, California. Her past experience includes working for First Allied Securities, Inc., National Planning Corporation, Royal Alliance Associates, Inc., and Nemelka Financial Services, Incorporated.

Firm Information

Pamela Lorenz is currently registered with J.w. Cole Financial, Inc.. J.w. Cole Financial, Inc. is a Corporation formed in October 2002 and is registered in 52 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

84

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Pamela Lorenz’s Registration & Firm History

CA

11/15/2019 - Present

J.w. Cole Financial, Inc. (IRVINE CA)

CA

12/01/2009 - 11/15/2019

FIRST ALLIED SECURITIES, INC. (ANAHEIM CA)

CA

09/16/1999 - 12/04/2009

NATIONAL PLANNING CORPORATION (ANAHEIM CA)

AZ

10/12/1993 - 09/22/1999

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

CA

06/05/1991 - 02/16/1993

NEMELKA FINANCIAL SERVICES, INCORPORATED (SANTA ANA CA)

AZ

06/18/1989 - 12/31/1990

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NA

11/28/1988 - 06/18/1989

SOUTHMARK FINANCIAL SERVICES, INC.

NA

10/26/1987 - 11/10/1988

INTEGRATED RESOURCES EQUITY CORPORATION

NA

03/11/1985 - 11/23/1987

FINANCIAL SECURITY GROUP MARKETING CORP.

NA

08/16/1984 - 04/04/1985

APEX FINANCIAL PLANNERS CORP.

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Licenses & Designations

BC

Issued 05/06/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2009

Series 7 - General Securities Representative Examination

BC

Issued 06/25/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/15/1984

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pamela Jane Lorenz.
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