Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your ProfileLorenzo Herrera is a financial advisor with over 14 years of experience in the financial services industry. Lorenzo is registered with Fidelity Brokerage Services LLC and holds a Series 4, 7, 63, and SIE. Lorenzo is licensed in 53 states and the District of Columbia. Lorenzo Herrera is dedicated to providing his clients with the highest quality financial advice and guidance.
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.
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.
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2
UT
01/28/2008 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 02/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2012
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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