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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dusharme? Claim Your ProfileDusharme Lorine Thomas is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with over 14,000 investment advisor representatives. Dusharme has been working in the financial industry since 1996 and holds a variety of licenses and certifications, including Series 6, 7, 63, 65, and 66. Dusharme has experience working with individuals, corporations, and charitable organizations. The advisor provides financial planning services, educational seminars, and portfolio management.
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.
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.
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.
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2
CA
04/12/2022 - Present
Fidelity Personal AND Workplace Advisors (SACRAMENTO CA)
CA
03/04/2020 - 12/17/2021
PRUCO SECURITIES, LLC. (ROSEVILLE CA)
CA
05/05/2016 - 11/28/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Sacramento CA)
CA
07/23/2012 - 12/31/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (SACRAMENTO CA)
CA
09/27/2005 - 04/27/2012
AMERITAS INVESTMENT CORP. (SACRAMENTO CA)
NY
06/01/2005 - 09/16/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/12/2004 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
FL
08/27/1998 - 04/07/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MN
09/22/1997 - 03/26/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/22/1997 - 03/26/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
07/11/1996 - 03/27/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 03/08/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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