Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your ProfileLorenzo Villani is a registered representative with Bofa Securities, Inc. located in PALO ALTO, CA. Lorenzo has been in the financial services industry since December 2018. Lorenzo is registered with the state of California. Lorenzo has passed the Series 63, Series 79TO and SIE exams. Prior to joining Bofa Securities, Inc. Lorenzo was with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in PALO ALTO, CA.
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.
Research-related services
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.
Negotiated fees for research-related services
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2
CA
05/10/2019 - Present
Bofa Securities, Inc. (PALO ALTO CA)
CA
12/05/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
BC
Issued 12/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2018
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/27/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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