Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loraine? Claim Your ProfileLoraine Winkelhake is a financial advisor with Robert W. Baird & Co. Inc. based in Seattle, WA. Loraine has over 30 years of experience in the financial services industry. Loraine has a wide range of experience, having previously worked for firms such as MCADAMS WRIGHT RAGEN, INC., U.S. BANCORP PIPER JAFFRAY INC., EVEREN SECURITIES, INC., CANTOR FITZGERALD & CO., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Loraine holds the Series 7, Series 55, Series 57TO, Series 99TO, and SIE licenses and is registered in several states. Loraine specializes in providing financial advice to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WA
11/07/2014 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
WA
10/19/2001 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
MN
07/23/1996 - 03/12/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MO
08/02/1993 - 06/04/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
03/14/1991 - 07/01/1993
CANTOR FITZGERALD & CO. (NEW YORK NY)
MN
01/23/1990 - 10/24/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/23/1990 - 10/24/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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