Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lurenzo? Claim Your ProfileLurenzo MacKlin is an investment advisor representative, currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Lurenzo has been in the industry since 2007 and holds several licenses, including Series 7, Series 63, Series 65, and the SIE exam. Lurenzo has previously worked for several other firms including Morgan Stanley, USAA Financial Advisors, Inc., TIAA-CREF Individual & Institutional Services, LLC, and TD Ameritrade, Inc. Lurenzo is currently registered in Arkansas, Colorado, Florida, Louisiana, New Mexico, Oklahoma and Texas.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/28/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLAIRE TX)
TX
09/11/2013 - 09/16/2013
MORGAN STANLEY (HOUSTON TX)
TX
04/12/2011 - 02/19/2013
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
05/11/2007 - 03/11/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
01/17/2007 - 04/17/2007
TD AMERITRADE, INC. (FORT WORTH TX)
IA
Issued 03/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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