Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your ProfileLorenzo Steven Jaime is a financial professional with over 10 years of experience in the industry. Lorenzo has worked with a variety of firms including SW FINANCIAL, HOLD BROTHERS CAPITAL LLC, BENJAMIN & JEROLD BROKERAGE I, LLC, LADENBURG THALMANN & CO. INC., COLUMBUS ADVISORY GROUP, LTD., RAYMOND JAMES & ASSOCIATES, INC., MORGAN KEEGAN & COMPANY, INC., ASSENT LLC, OPPENHEIMER & CO. INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, DEUTSCHE BANK SECURITIES INC., and LEHMAN BROTHERS INC.. Currently, Lorenzo is registered with Benjamin Securities, Inc. and is licensed in California, Connecticut, Florida, New Jersey, New York, Pennsylvania, and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/01/2024 - Present
Benjamin Securities, Inc. (PENSACOLA FL)
NY
01/18/2022 - 05/11/2023
SW FINANCIAL (NEW YORK NY)
NY
10/26/2020 - 07/06/2021
HOLD BROTHERS CAPITAL LLC (NEW YORK NY)
NY
05/20/2016 - 10/29/2018
BENJAMIN & JEROLD BROKERAGE I, LLC (NEW YORK NY)
NY
10/03/2014 - 10/28/2015
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
NY
06/23/2014 - 09/11/2014
COLUMBUS ADVISORY GROUP, LTD. (NEW YORK NY)
TX
02/13/2013 - 02/28/2013
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
TX
11/11/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (DALLAS TX)
NY
06/25/2009 - 05/18/2010
ASSENT LLC (NEW YORK NY)
NY
07/24/2008 - 06/17/2009
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
08/31/2005 - 10/02/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/13/2005 - 04/28/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
10/18/2001 - 12/12/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 02/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2021
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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