I'm a Fiduciary Financial Advisor & Investment Management professional based in United States.
I provide advice about securities to clients; In addition, managing investment portfolios and offer financial planning services through MARY LORENZ ASSET MANAGEMENT & CONSULTANCY LLC, which is legally registered with the Secretary of State of Colorado with the ID: 20201426806.
For over 20 years, I've helped thousands of clients — including over 1200 current families—down the path of reaching their financial goals and be able to enjoy life more. I welcome the opportunity to learn more about your unique situation and mutually discover if I could be a fit for you.
General Industry/Products Exam
Oct 1, 2018General Industry/Products Exam
Mar 12, 2011State Securities Law Exam
Jun 7, 2011State Securities Law Exam
Apr 17, 2003State Securities Law Exam
Feb 1, 2002Principal/Supervisory Exam
Mar 22, 2002Principal/Supervisory Exam
Mar 12, 2002Principal/Supervisory Exam
Mar 21, 1985Self-Regulatory Organizations(SRO)
I do a lot of planning and extensive research before I start up any trade, investment or financial adventure. These two keywords have been the bedrock of my success over the years
Analysing your market based on the high/low index is the next step to follow through before going on any trade. Always develop the right strategy to trade with before investing in a market.
Before going all in, I test my strategy with demo accounts or starting small. This gives me feedback with data to review and decide if I'm sticking to a particular strategy or not.
Once you've gone through these processes and developed your unique trading strategy, you're good to go. Remember, There's always need to review incase your strategy falls through.
I’d love to trade with you!
Check the background of Mary Freed Lorenz on FINRA'S BROKERCHECK