Unclaimed
Lorene Teresa Faria is a financial advisor with Roosevelt & Cross, Inc. Lorene has been in the industry since 2000 and is licensed to provide investment advice in Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, Rhode Island and Vermont.
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.
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.
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RI
06/26/2000 - Present
Roosevelt & Cross, Inc. (East Greenwich RI)
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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