Unclaimed
Quentin Lazaro is a financial advisor with Private Advisor Group, LLC, a registered investment advisor firm. Quentin has been in the industry since August 2018 and has a strong track record of providing investment advice to individuals, families, and businesses. Quentin is registered with the state of Nebraska and Texas, and he is also a Series 7 and Series 66 license holder. He has experience in helping clients reach their financial goals and is committed to providing personalized financial advice. Quentin is dedicated to building long-term relationships with clients based on trust and mutual respect.
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
NE
07/18/2024 - Present
Private Advisor Group, LLC (Lincoln NE)
NE
08/14/2018 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (LINCOLN NE)
BOTH
Issued 09/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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