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Angel Andres Lorente

Daiwa Capital Markets America Inc.

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About Angel Andres Lorente

Angel Andres Lorente is a financial professional with over 8 years of experience in the industry. Angel has held positions at both Morgan Stanley & Co. LLC and Daiwa Capital Markets America Inc. Angel is currently registered with Daiwa Capital Markets America Inc. as a Series 99 and holds the Series SIE.

Firm Information

Angel Lorente is currently registered with Daiwa Capital Markets America Inc.. Daiwa Capital Markets America Inc. is a corporation formed on December 8, 1964, and is registered in all 50 U.S. states, the District of Columbia, and Puerto Rico. The firm has been approved by the SEC and has a total of 53 registrations.

Not reported

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Angel Lorente’s Registration & Firm History

NY

08/29/2024 - Present

Daiwa Capital Markets America Inc. (NEW YORK NY)

NY

07/16/2015 - 09/20/2023

MORGAN STANLEY & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2015

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Angel Andres Lorente. Review regulatory record here.
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