Lorenzo Morales

VP - Financial Consultant

+1 239-430-7458

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

4 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Investment Consultant, Charles Schwab, 2023-2025
  • Premier Banker, Wells Fargo, 2022-2023
  • Financial Professional, Equitable, 2020-2022

Education

  • Florida SouthWestern State College
  • B.S. Business Administration

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

Modal can be closed by pressing Escape key.