Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loredana? Claim Your ProfileLoredana Morosanu is a registered representative with Charles Schwab & CO., Inc. Loredana has been in the securities industry since 2013 and is currently licensed in Colorado and Texas. Loredana holds the Series 66, Series 7, and SIE licenses. Loredana provides financial planning, selection of other advisors, and financial services through Schwab Retirement Plan Services, Inc. and Charles Schwab & CO., 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
07/27/2018 - Present
Charles Schwab & CO., Inc. (Austin TX)
BOTH
Issued 07/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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