Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Spangard is a registered representative with Ally Invest Advisors in Charlotte, North Carolina. Loretta has been working in the financial industry since 2011. Loretta has a Series 66, Series 7TO, and a SIE. Loretta is a registered representative with Ally Invest Advisors and Ally Invest Securities. Loretta is a licensed investment advisor representative and can offer advisory services to both individuals and families. Loretta specializes in financial planning and portfolio management.
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.
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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NC
01/11/2022 - Present
Ally Invest Advisors (CHARLOTTE NC)
BOTH
Issued 11/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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