I'm Mary Freed Lorenz

A Senior Broker, an Investment Adviser, an Expert Trader, a Crypto Analyst, and a Financial Consultant.

Mary Freed Lorenz (ChFC®)

I'm a passionate Fiduciary Financial Consultant

I'm a Financial Consultant & Investment Management professional based in United States. Find me on Twitter and also check out my profile on Brokercheck.

I'm a Registered Investment Adviser with FINRA and other Self-regulatory organizations(SRO). 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.

  • Email : [email protected]
  • Job : Financial Consultant
  • Address : 1560 Broadway Denver, CO 80202

EXAMINATIONS

SIE - Securities Industry Essentials Examination

General Industry/Products Exam

Oct 1, 2018
Series 7 - General Securities Representative Examination

General Industry/Products Exam

Mar 12, 2011
Series 66 - Uniform Combined State Law Examination

State Securities Law Exam

Jun 7, 2011
Series 65 - Uniform Investment Adviser Law Examination

State Securities Law Exam

Apr 17, 2003
Series 63 - Uniform Securities Agent State Law Examination

State Securities Law Exam

Feb 1, 2002
Series 10 - General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Mar 22, 2002
Series 9 - General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Mar 12, 2002
Series 4 - Registered Options Principal Examination

Principal/Supervisory Exam

Mar 21, 1985

What Do I Offer ?

Obviously I'm a Web Designer. Experienced with all stages of the development cycle for dynamic web projects.

Broker Registrations

Self-Regulatory Organizations(SRO)

Cboe BYX Exchange, Inc.
100%
Cboe BZX Exchange, Inc.
100%
Cboe EDGA Exchange, Inc.
100%
Cboe EDGX Exchange, Inc.
100%
Cboe Exchange, Inc.
100%
FINRA
100%
Investors' Exchange LLC
100%
Nasdaq PHLX LLC
100%
Nasdaq Stock Market
100%
New York Stock Exchange
100%

HOW I WORK

Obviously I'm a Web Designer. Experienced with all stages of the development cycle for dynamic web projects.

Planning & Research

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

Analysis & Strategy

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.

Testing & Review

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.

Trading Without Restrictions!

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.

1251+

Happy Client

15

Award Won

1884

Cup of Coffee

1251

Project Complete

Clients say

Obviously I'm a Web Designer. Experienced with all stages of the development cycle for dynamic web projects.

" Flexibility "

My husband and I just started working with Mary for our wealth management planning. Since Day one she has been on the ball about what information she needs and how she can help us have our money work harder for us. She explains everything and has quarterly reviews to make sure we understand what our money is doing for us. Give her a call if you want to make your money grow!

Erich Bissonette
Oppo
" Dexterity"

Mary is great to work with. You can tell she really wants to help you build for your future and listens to your goals to build a custom fit product that best suits your needs. Mary is a friendly caring person who you can trust to help you meet your financial goals.

Tina Meyer
Vivo
" Knowledgeable "

I trust Mary completely. She has a perfect blend of knowledge, compassion, and passion. She had pursued multiple avenues in growing her expertise; she is compassionate with clients and meeting their needs; she is passionate about helping her clients be financially secure and in assisting them with asset protection and growth. I trust her not only with my own needs, but with those of my family and clients as well.

Sharon Murdock
Apple
" Availability "

Mary is bright, charming and resourceful. She's made me feel so much more secure about my financial portfolio and future. I appreciate the personal attention that she shows me and I just trust her. She's an amazing businesswoman.

Jesse Hunt
Samsung
" Quality of service "

Mary is a top notch, internationally recognized investment adviser with excellent and personalized services. Investment returns are admirable when porfits are your focus. Would recommend Mrs. Lorenz without reservation or qualification.

Andrea Toy
Nokia
" Transparency "

Mary Lorenz is the most transparent financial trader I have ever invested with. I am a high net worth investor and Mary gives me more than enough information to make me confident in her investment decisions. She takes her fiduciary responsibility seriously which I have not experienced in the past 20 years of investing with any brand or firms.

Jay Allums
RedMI

Get in touch

I’d love to trade with you!

Background Check

Check the background of Mary Freed Lorenz on FINRA'S BROKERCHECK