Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lloyd? Claim Your ProfileLloyd Alan Zitomer is a registered representative with Wells Fargo Clearing Services, LLC. Lloyd has been in the industry since 1987 and has a broad range of experience. Lloyd holds both Series 7 and Series 63 licenses. He also holds a Series 65 license, which allows Lloyd to provide investment advice. Lloyd is registered to provide investment advice in Alabama, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Kansas, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Lloyd has been with Wells Fargo Clearing Services, LLC since November 2016. Prior to that, Lloyd worked at Prudential Securities Incorporated and Salomon Smith Barney Inc.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (MARLTON NJ)
NY
04/12/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/19/1988 - 04/20/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
03/25/1987 - 06/02/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 06/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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