Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lorenz is a financial professional with over 18 years of experience in the industry. Michael currently works at Cabrera Capital Markets, LLC, a firm based in Chicago. Previously, Michael worked at CASTLEOAK SECURITIES, LP and Lehman Brothers Inc.. Michael holds the Series 63, Series 53, Series 52TO, SIE and Series 7 licenses and is registered in Illinois.
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
IL
06/19/2013 - Present
Cabrera Capital Markets, LLC (CHICAGO IL)
IL
05/03/2013 - 06/19/2013
CASTLEOAK SECURITIES, LP (CHICAGO IL)
IL
09/26/2005 - 05/10/2013
CABRERA CAPITAL MARKETS, LLC (CHICAGO IL)
NY
09/13/2004 - 09/28/2005
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 09/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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