Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your ProfileLorenzo Lorenzotti is a registered investment advisor representative with Papamarkou Wellner Perkin Advisors. Lorenzo has been in the securities industry since January 6, 2009. Lorenzotti is registered with the state of New York and has been a registered representative since September 1, 2021. Lorenzo is also registered with the state of New York as an investment advisor representative. In addition to his registration with Papamarkou Wellner Perkin Advisors, Lorenzo also has a previous registration with Lazard Freres & Co. LLC. Lorenzo holds the Series 63, Series 7 and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advice on asset allocation
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.
A percentage of the total value of assets under management is charged.
Referral fees
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NY
09/01/2021 - Present
Papamarkou Wellner Perkin Advisors (NEW YORK NY)
NY
01/30/1996 - 10/07/1998
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 10/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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