Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your ProfileLorenzo Martinez is a financial advisor with Fidelity Brokerage Services LLC. Lorenzo has been in the financial services industry since 2018. Lorenzo is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following licenses: Series 7, Series 63, and SIE. Prior to joining Fidelity Brokerage Services LLC, Lorenzo worked at PFS INVESTMENTS INC. and NATIONAL SECURITIES CORPORATION. Lorenzo is licensed in 53 states.
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.
1
2
RI
11/22/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
NY
04/20/2021 - 12/31/2021
PFS INVESTMENTS INC. (BRIARCLIFF MANOR NY)
NY
03/28/2019 - 09/09/2019
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 05/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Lorenzo Martinez is the right advisor for you? Invested Better is here to help.
