Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Loren is a financial professional with over 15 years of experience in the industry. Stefan is currently registered with Oppenheimer & Co. Inc., based in their New York City office. Prior to joining Oppenheimer & Co. Inc., Stefan was with Legg Mason Wood Walker, Incorporated in Baltimore, MD. Stefan holds Series 7, 24, 63, 79, and SIE licenses. Stefan specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, and Financial Planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
12/13/2017 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
MD
03/31/1999 - 08/04/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 01/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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