Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your ProfileLorenzo Zamora is a financial advisor who has been in the financial services industry since July 2022. Lorenzo is currently registered with Fidelity Personal And Workplace Advisors and has been registered with the firm since October 2023. Prior to that, Lorenzo was employed by CHARLES SCHWAB & CO., INC. and TD AMERITRADE, INC. Lorenzo holds the Series 7, Series 66 and SIE licenses and specializes in financial planning, retirement planning, investment management and college savings. Lorenzo is registered with the state of California as a registered investment advisor.
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.
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
CA
10/23/2023 - Present
Fidelity Personal AND Workplace Advisors (LODI CA)
CA
11/30/2022 - 09/26/2023
CHARLES SCHWAB & CO., INC. (Roseville CA)
CA
07/01/2022 - 09/26/2023
TD AMERITRADE, INC. (Roseville CA)
BOTH
Issued 10/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Lorenzo Zamora is the right advisor for you? Invested Better is here to help.
