Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your ProfileLorenzo Paoletti is a financial professional with over 13 years of experience in the securities industry. Lorenzo is currently registered with Truist Securities, Inc. and has been with the firm since October 2021. Prior to joining Truist Securities, Inc. Lorenzo worked at CREDIT SUISSE SECURITIES (USA) LLC, RBC CAPITAL MARKETS, LLC, BARCLAYS CAPITAL INC. and BNP PARIBAS SECURITIES CORP. Lorenzo holds the Series 7, Series 24, and Series 63 licenses. Lorenzo has been a registered representative in 52 states, as well as the District of Columbia and Puerto Rico.
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
NY
10/08/2021 - Present
Truist Securities, Inc. (NEW YORK NY)
NY
11/20/2019 - 10/13/2021
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
08/12/2014 - 10/04/2019
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
08/13/2010 - 05/27/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/29/2007 - 02/03/2009
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
BC
Issued 10/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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