Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Lorenz is a financial advisor at LPL Financial LLC. Robert has been in the financial services industry since March 2003. Robert is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Robert is also registered in 11 states, including Arizona, Florida, Georgia, Illinois, Michigan, Minnesota, South Carolina, Texas, and Wisconsin. Before joining LPL Financial LLC, Robert was a financial advisor at BMO HARRIS FINANCIAL ADVISORS, INC. and J.P. MORGAN SECURITIES LLC. Robert specializes in providing financial planning, investment management, and retirement planning services to individuals and families.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
03/26/2021 - Present
LPL Financial LLC (BARTLETT IL)
IL
01/15/2015 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (HOFFMAN ESTATES IL)
IL
10/01/2012 - 01/08/2015
J.P. MORGAN SECURITIES LLC (MT. PROSPECT IL)
IL
10/12/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MT. PROSPECT IL)
IL
04/17/2008 - 10/26/2010
GENWORTH FINANCIAL SECURITIES CORPORATION (BATAVIA IL)
IL
09/19/2006 - 04/18/2008
FIFTH THIRD SECURITIES, INC. (ST. CHARLES IL)
IL
03/17/2003 - 09/21/2006
AMERIPRISE FINANCIAL SERVICES, INC. (LOMBARD IL)
MN
03/17/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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