Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lorenz is a financial advisor with over 35 years of experience in the industry. Steven is a registered representative and investment advisor representative with LPL Financial LLC, where Steven has been employed since November 2017. Steven holds the Series 6, 7, 63 and 65 licenses and is also a Certified Financial Planner™ and a Chartered Financial Consultant. Prior to joining LPL Financial LLC, Steven worked for National Planning Corporation from May 2012 to November 2017.
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.
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2
MN
04/06/2021 - Present
LPL Financial LLC (LAKEVILLE MN)
MN
05/01/2012 - 11/29/2017
NATIONAL PLANNING CORPORATION (LAKEVILLE MN)
MN
08/05/1985 - 05/03/2012
ING FINANCIAL PARTNERS, INC. (LAKEVILLE MN)
IA
Issued 04/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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