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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorely? Claim Your ProfileLorely Rosibel Turcios is a financial advisor registered with Morgan Stanley. Lorely has been in the industry since 2016 and has a Series 6, Series 7, Series 66, and SIE licenses. Lorely is licensed to sell securities in 37 states and has expertise in various investment strategies, including asset allocation, financial planning, and portfolio management. In addition to working with individual clients, Lorely also serves corporations, businesses, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals. Lorely is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CA
12/17/2020 - Present
Morgan Stanley (Beverly Hills CA)
CA
10/26/2016 - 12/02/2016
WADDELL & REED (SHERMAN OAKS CA)
BOTH
Issued 06/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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