Unclaimed
Nico-lorenzo Majarocon Larot is a financial professional with experience in the industry. Nico-lorenzo currently works for LPL Financial LLC, and has been working in this role since August 20, 2024. Previously, Nico-lorenzo was with WELLS FARGO CLEARING SERVICES, LLC from September 8, 2022 until August 22, 2024. Nico-lorenzo is licensed to sell securities in California.
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.
Consulting and other non-discretionary advisory 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.
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
CA
08/20/2024 - Present
LPL Financial LLC (ROSEVILLE CA)
CA
09/08/2022 - 08/22/2024
WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)
BC
Issued 10/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Nico-lorenzo Larot is the right advisor for you? Invested Better is here to help.