Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noah? Claim Your ProfileNoah Lazaro is an investment advisor representative with Private Advisor Group, LLC, a firm registered with the Securities and Exchange Commission (SEC) and several state securities regulators. Noah has been in the industry since 2016 and holds a Series 63, 66 and Series 7TO and SIE licenses. Noah works with individuals, high net worth individuals, insurance companies, corporations, charitable organizations, pension and profit-sharing plans, state or municipal government entities.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
CO
05/31/2024 - Present
Private Advisor Group, LLC (Englewood CO)
CA
04/01/2022 - 08/02/2022
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
CO
04/08/2021 - 04/08/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
CO
08/28/2020 - 04/06/2021
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 06/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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