Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your ProfileLorenzo Williams is a financial advisor with Vanguard Marketing Corp., having been with the firm since July 29, 2022. Lorenzo holds a Series 7, 63, and SIE licenses, and is registered in 53 states. Lorenzo's previous experience includes a previous role with VANGUARD MARKETING CORPORATION in Charlotte, NC from April 27, 2017 to August 9, 2017.
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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2
NC
07/29/2022 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
NC
04/27/2017 - 08/09/2017
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 08/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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