Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your ProfileLorenzo Gaudioso is an investment advisor representative with Osaic Wealth, Inc., and has been in the industry since 2003. Lorenzo has a wide range of experience working with different clients including individuals, businesses, and charitable organizations. Lorenzo is a Certified Financial Planner and has a broad range of licenses and registrations. Lorenzo is currently registered as a broker-dealer in Connecticut and New York. Lorenzo offers a range of investment advisory services including financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CT
07/18/2024 - Present
Osaic Wealth, Inc. (ROXBURY CT)
CT
12/03/2020 - 12/31/2022
CETERA ADVISOR NETWORKS LLC (MILLDALE CT)
CT
06/26/2017 - 12/03/2020
INFINEX INVESTMENTS, INC. (Woodbury CT)
CT
12/05/2016 - 04/10/2017
OPPENHEIMER & CO. INC. (STAMFORD CT)
CT
11/18/2015 - 12/12/2016
PARK AVENUE SECURITIES LLC (MADISON CT)
CT
09/25/2015 - 10/30/2015
AXA ADVISORS, LLC (STAMFORD CT)
CT
01/28/2011 - 03/01/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (STAMFORD CT)
CT
06/01/2009 - 02/15/2011
MORGAN STANLEY SMITH BARNEY (STAMFORD CT)
CT
03/13/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)
NJ
02/14/2006 - 03/13/2008
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MO
07/01/2003 - 03/17/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/12/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CT
03/28/2000 - 03/19/2003
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
CT
12/17/1999 - 02/08/2000
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
BC
Issued 01/09/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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