Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Maurer is a financial advisor who has been in the industry since 1989. Loretta is currently registered with PFS Investments Inc. and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Loretta provides portfolio management services to individuals and is also registered to sell investment-related products for companies affiliated with PFS Investments 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.
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.
A percentage of the total value of assets under management is charged.
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2
NE
08/29/2011 - Present
PFS Investments Inc. (OMAHA NE)
IA
Issued 06/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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