Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your ProfileLorenzo Pizzoli is a financial professional with experience in the industry since 2014. Lorenzo is currently registered with Wells Fargo Securities, LLC and has been with the firm since April 2022. Before joining Wells Fargo Securities, LLC, Lorenzo worked at Oppenheimer & Co. Inc. and Evercore Group L.L.C. Lorenzo has a Series 63, Series 79, and SIE license.
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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NY
04/11/2022 - Present
Wells Fargo Securities, LLC (New York NY)
NY
03/16/2018 - 04/01/2022
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
09/11/2012 - 05/12/2016
EVERCORE GROUP L.L.C. (NEW YORK NY)
BC
Issued 09/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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