Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lorenzo is a financial professional with over 19 years of experience in the industry. David is currently registered with ADP Broker-Dealer, Inc. in Florham Park, NJ. David has held previous roles with AIG Capital Services, Inc. in Jersey City, NJ. David is licensed in all 50 states and holds several securities licenses including Series 6, 7, 26, and 63.
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.
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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2
NJ
10/22/2019 - Present
ADP Broker-Dealer, Inc. (FLORHAM PARK NJ)
NJ
09/20/2004 - 10/21/2019
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
BC
Issued 10/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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