Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dilorenzo is a registered representative and investment advisor representative with PGIM Investments LLC. James is based in Jacksonville, FL and has been in the industry since 1990. James holds the following licenses: Series 7, Series 63, Series 24, Series 31, Series 51, and Series 65. James specializes in providing advisory services to sponsors of wrap account platforms, investment companies, and business development companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
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.
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2
FL
04/09/2002 - Present
Pgim Investments LLC (JACKSONVILLE FL)
NY
07/19/1990 - 05/15/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 07/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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