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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Christian Lorentzen is a financial advisor with B. Riley Wealth Advisors, Inc. Paul has been working in the financial industry since 1993. Paul is registered with the state of New York and is a Certified Financial Planner. Paul has experience in financial planning, portfolio management, and pension consulting.
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.
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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NY
06/23/2021 - Present
B. Riley Wealth Advisors, Inc. (LAKE RONKONKOMA NY)
NY
09/09/2016 - 03/17/2017
NATIONAL SECURITIES CORPORATION (PORT JEFFERSON STATION NY)
NY
10/15/2014 - 12/31/2015
KOVACK SECURITIES INC. (Port Jefferson Station NY)
NY
03/22/2005 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (PORT JEFFERSON STATION NY)
GA
10/31/1997 - 02/23/2005
LINDNER CAPITAL MANAGEMENT, INC. (MARIETTA GA)
NY
11/23/1998 - 12/07/1999
THE REGENCY GROUP, INC. (NEW YORK NY)
MA
09/27/1993 - 10/21/1997
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 08/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 03/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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