Unclaimed
Shawn Lorenzen is a financial professional with over 30 years of experience in the industry. Shawn is currently registered with Cetera Investment Services LLC and holds Series 6 and Series 63 licenses as well as the SIE exam. Shawn has been licensed in 18 states across the US. Shawn is also a registered representative of Cetera Investment Services LLC. Shawn has previously worked at Foresters Financial Services, Inc. in Ralston, Nebraska.
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.
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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NE
06/20/2019 - Present
Cetera Investment Services LLC (OMAHA NE)
NE
09/13/1991 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (RALSTON NE)
BC
Issued 09/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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