Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loreen? Claim Your ProfileLoreen Washburn is a financial advisor at Rockefeller Financial LLC. Loreen has over 20 years of experience in the financial services industry. Loreen holds a Series 7, Series 63, Series 99TO, and SIE licenses and is registered in several states. Loreen has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services, LLC, and Heflin & Co., L.L.C. Loreen specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Loreen works with a range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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
09/27/2019 - Present
Rockefeller Financial LLC (Los Angeles CA)
CA
09/25/2012 - 10/04/2019
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
CA
02/12/2003 - 09/21/2012
HEFLIN & CO., L.L.C. (EL SEGUNDO CA)
BC
Issued 05/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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