Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your ProfileLorenzo Matias Guzman is a financial advisor with over 18 years of experience in the industry. Lorenzo is currently registered with Vectorglobal WMG, a firm with a focus on providing investment and financial advisory services. Lorenzo has a strong track record of success in the financial services industry, having worked with firms such as Hold Brothers On-Line Investment Services L.L.C. and Pershing LLC. Lorenzo is licensed to conduct securities business in multiple states, including California, Delaware, Florida, Massachusetts, New Jersey, New York, North Carolina, and Texas.
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
FL
05/07/2007 - Present
Vectorglobal WMG (MIAMI FL)
NJ
05/06/2005 - 04/27/2007
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (JERSEY CITY NJ)
NJ
08/11/2004 - 04/19/2005
PERSHING LLC (JERSEY CITY NJ)
BOTH
Issued 12/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2008
Series 4 - Registered Options Principal Examination
BC
Issued 12/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2008
Series 3 - National Commodity Futures Examination
BC
Issued 05/31/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lorenzo Guzman is the right advisor for you? Invested Better is here to help.
