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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Lorenzen is a financial advisor at Osaic Wealth, Inc. located in Mayfield Heights, OH. Theodore has been in the industry for over 30 years, working with clients to develop comprehensive financial plans. Theodore specializes in providing investment advisory services, financial planning, and portfolio management. With a commitment to helping clients achieve their financial goals, Theodore is an active member of the financial industry and holds various licenses and certifications. Theodore's expertise and dedication make him a trusted advisor for individuals and families seeking personalized financial guidance.
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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2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (MAYFIELD HTS OH)
OH
08/22/2005 - 06/14/2024
SECURITIES AMERICA, INC. (MAYFIELD HTS OH)
IN
11/01/1993 - 08/31/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/01/1993 - 08/31/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
05/21/1990 - 11/17/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/21/1990 - 11/17/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 09/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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