Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Lorenzo is a registered representative with Morgan Stanley, a firm that has approximately $10 billion - $50 billion in assets under management. Cheryl has been in the industry since 2016. She has worked with a number of firms in the past, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., E*TRADE Securities LLC and Wells Fargo Clearing Services, LLC. Cheryl has a Series 66, Series 7 and SIE. Her current registrations are in California and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
10/12/2023 - Present
Morgan Stanley (LOS ANGELES CA)
CA
03/22/2023 - 08/14/2023
MORGAN STANLEY (LOS ANGELES CA)
CA
09/15/2022 - 08/14/2023
E*TRADE SECURITIES LLC (LOS ANGELES CA)
CA
07/23/2020 - 08/30/2022
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
10/26/2018 - 07/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)
CA
05/22/2015 - 01/25/2017
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
10/28/2003 - 12/09/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 06/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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