Unclaimed
Lorenzo Hampton is a financial advisor with over 35 years of experience in the industry. Lorenzo is registered with Osaic Wealth, Inc. and is currently licensed in Arizona, Illinois, Indiana, New York and Texas. Lorenzo has a Series 7 and Series 63 license and has passed the Securities Industry Essentials Examination (SIE). Lorenzo has been with Osaic Wealth, Inc. since September 2023, prior to that Lorenzo worked for SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED.
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.
1
2
IL
09/01/2023 - Present
Osaic Wealth, Inc. (OAK LAWN IL)
IL
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (OAK LAWN IL)
IL
11/11/1992 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (OAK BROOK IL)
NJ
01/17/1989 - 11/12/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/17/1989 - 11/12/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
02/23/1988 - 01/25/1989
GRAYSTONE NASH, INC.
NY
10/20/1988 - 11/07/1988
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 06/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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