Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen Bruno Lorenzi is a financial advisor with over 30 years of experience in the financial services industry. Allen is registered with LPL Financial LLC and holds a variety of licenses and certifications. Allen has a strong background in investments, financial planning, and portfolio management. Prior to joining LPL Financial LLC, Allen was a financial advisor with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC. Allen has a deep understanding of the financial markets and a commitment to providing personalized financial advice to clients. Allen specializes in providing investment advice to individuals, families, and businesses.
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
AZ
08/19/2020 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
08/11/2003 - 08/17/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)
NY
07/31/1993 - 08/19/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/30/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/23/1988 - 04/03/1989
CORNELL SECURITIES, INC.
IA
Issued 06/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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