Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Lorenzoni is an investment advisor representative with Stephens. Nicholas has been in the financial services industry for over 10 years. Nicholas holds licenses in Arkansas and Texas and has a strong background in business and finance. Nicholas is committed to providing personalized financial advice and working with clients to help them achieve their financial goals.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/02/2024 - Present
Stephens (DALLAS TX)
BOTH
Issued 08/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2024
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/03/2024
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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