Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenz? Claim Your ProfileLorenz Lobsiger is a financial advisor who has been working in the industry since October 22, 2000. Lorenz is currently registered with UBS Financial Services Inc. in New Jersey, New York and Texas. Lorenz has been associated with UBS Financial Services Inc. since January 2010 and has previous experience with UBS International Inc. and UBS Warburg LLC. Lorenz holds several licenses including Series 66, Series 24, SIE, Series 3, and Series 7. Lorenz is also a member of the board of directors and investment committee of the Swiss Benevolent Society of New York.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
05/31/2022 - Present
UBS Financial Services Inc. (New York NY)
NY
06/04/2001 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
08/15/2000 - 03/26/2001
UBS WARBURG LLC (NEW YORK NY)
BOTH
Issued 12/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 3 - National Commodity Futures Examination
BC
Issued 08/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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