Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonna? Claim Your ProfileLonna Rachael Weems is a registered investment advisor representative with Centaurus Financial, Inc. Lonna has been in the financial industry since 1998. Lonna provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Lonna is registered with the state of Arizona, California, Colorado, Hawaii, Illinois, Indiana, Oklahoma, and Pennsylvania. Lonna is also registered with FINRA and the SEC. Lonna previously worked for National Planning Corporation, Raymond James Financial Services, Inc., and Salomon Smith Barney Inc.
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.
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
05/14/2018 - Present
Centaurus Financial, Inc. (NORTH HILLS CA)
CA
08/02/2000 - 12/31/2012
NATIONAL PLANNING CORPORATION (CHATSWORTH CA)
FL
01/03/2000 - 07/24/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
11/08/1999 - 12/10/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
FL
08/10/1998 - 11/03/1999
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 03/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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