Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your ProfileLorenzo Morales is a registered investment advisor representative with Charles Schwab & CO., Inc. Lorenzo has been in the industry since September 29, 2020. Lorenzo has a Series 66 license in Florida and a Series 7 and SIE license. Lorenzo is also registered in California and Florida. Lorenzo has previously worked with WELLS FARGO CLEARING SERVICES, LLC and EQUITABLE ADVISORS, LLC. Lorenzo works out of the Naples, Florida, and Fort Myers, Florida, branch offices.
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
1
2
FL
07/21/2023 - Present
Charles Schwab & CO., Inc. (Naples FL)
FL
11/06/2022 - 07/13/2023
WELLS FARGO CLEARING SERVICES, LLC (PUNTA GORDA FL)
FL
08/25/2020 - 10/06/2022
EQUITABLE ADVISORS, LLC (FORT MYERS FL)
BOTH
Issued 12/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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