Unclaimed
Lorenzo Tecce is a registered representative with J.p. Morgan Securities LLC. Lorenzo has been active in the financial services industry since June 2023. Lorenzo is registered to provide securities services in all 50 states and Puerto Rico. Lorenzo holds the Series 63, SIE, and Series 79TO licenses. Lorenzo specializes in providing financial planning, pension consulting, and portfolio management services to 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
06/02/2023 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
BC
Issued 07/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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