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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Lorio is a financial advisor with over 20 years of experience in the financial services industry. Lorio has a broad range of experience, having worked at several firms before joining LPL Financial LLC in 2007. His experience includes positions at Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services LLC, American Express Financial Advisors Inc. and IDS Life Insurance Company. Lorio is currently registered as a Registered Representative and an Investment Advisor Representative with LPL Financial LLC and holds licenses to provide investment advice in Texas, Louisiana, Florida, Georgia, and Ohio. He also holds several industry credentials including Series 7, Series 24 and Series 66. Lorio specializes in providing financial planning, portfolio management, and investment advice for individuals, families, and businesses. He provides advisory services for both high and low net worth clients as well as charitable organizations, pension plans, and corporations. Lorio has a strong commitment to providing his clients with personalized financial advice 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.
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.
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2
TX
10/19/2007 - Present
LPL Financial LLC (BEDFORD TX)
TX
09/29/2005 - 10/23/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
06/03/2004 - 09/30/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
08/28/2003 - 02/13/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/28/2003 - 02/13/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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