Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorena? Claim Your ProfileLorena Guerrero is a registered investment advisor representative with Sanctuary Advisors, LLC, a firm that provides investment advice and financial planning services to individuals, businesses, and charitable organizations. Lorena has been in the financial services industry since 2000. Her previous experience includes working at firms like Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Lorena holds Series 7, 63, and 65 licenses and is registered to do business in Illinois, Oklahoma, and Texas. Lorena is also a member of Excelsis Holdings LLC, a real estate investment company.
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.
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.
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2
TX
06/14/2021 - Present
Sanctuary Advisors, LLC (McAllen TX)
TX
11/24/2014 - 06/17/2021
WELLS FARGO CLEARING SERVICES, LLC (MCALLEN TX)
TX
10/01/2012 - 12/02/2014
J.P. MORGAN SECURITIES LLC (MCALLEN TX)
TX
05/25/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MCALLEN TX)
NY
06/03/2002 - 05/03/2004
UBS INTERNATIONAL INC. (NEW YORK NY)
NJ
12/19/2000 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
TX
04/11/2000 - 12/22/2000
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
IA
Issued 03/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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