Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Giovanni Lorenzin is an Investment Adviser Representative / Registered Rep at Charles Schwab & Co., Inc. Alex is registered with the state of Colorado. Alex has been in the securities industry since May 15, 2022.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
01/04/2023 - Present
Charles Schwab & CO., Inc. (Colorado Springs CO)
BOTH
Issued 11/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Alex Lorenzin is the right advisor for you? Invested Better is here to help.
