Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your ProfileLorenzo Angelo Baldo is a registered representative and investment advisor representative with Charles Schwab & Co., Inc. Lorenzo has been in the financial industry since 2022. Lorenzo holds the Series 7TO, Series 66, and SIE licenses and is registered in California and Florida. Lorenzo is affiliated with Charles Schwab & Co., Inc.'s Miami office. The firm's main office is located in San Francisco, California.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
02/23/2023 - Present
Charles Schwab & CO., Inc. (Miami FL)
BOTH
Issued 01/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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