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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Harris is a financial advisor with over 10 years of experience in the industry. Loretta is a registered representative and investment advisor representative with Highpoint Planning Partners. She is also a registered principal with Series 24. Loretta holds licenses in Illinois and has a proven track record of helping clients achieve their financial goals. Loretta has experience working with individuals, families, businesses, and retirement plans. She is passionate about helping her clients make informed financial decisions. She also provides financial planning services. Loretta Harris's prior experience was with World Equity Group, Inc., where she worked for 5 years.
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.
1
2
IL
12/08/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
04/20/2009 - 03/31/2014
WORLD EQUITY GROUP, INC. (GENEVA IL)
BOTH
Issued 05/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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