Unclaimed
Luca Lorenzoni is a registered representative with Bofa Securities, Inc., based in New York, NY. Luca has been in the financial industry since October 2019 and holds Series 63, Series 79TO, and SIE licenses. Luca is registered to conduct business in New York.
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
1
2
NY
10/14/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
BC
Issued 12/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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