Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Baird Mayo is a financial advisor with Raymond James Financial Services, Inc. Loretta has been in the financial services industry since 2010. She is registered in Georgia. Her current office is located in Marietta, Georgia. Loretta holds Series 6, Series 63, and SIE licenses. She was previously with LPL Financial LLC and UVEST FINANCIAL SERVICES GROUP, 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.
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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GA
07/17/2014 - Present
Raymond James Financial Services, Inc. (MARIETTA GA)
SC
10/11/2011 - 10/12/2012
LPL FINANCIAL LLC (FORT MILL SC)
NC
06/25/2008 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BC
Issued 07/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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