Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Irene Perry is a financial professional with over 30 years of experience in the industry. Loretta holds several licenses, including Series 7, Series 24, Series 27, and Series 66. She is registered with Wealth Enhancement Brokerage Services, LLC in Plymouth, Minnesota and LPL Financial LLC in Coronado, California. Loretta previously worked for Capital Growth Resources in San Diego, California.
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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2
MN
02/10/2022 - Present
Wealth Enhancement Brokerage Services, LLC (PLYMOUTH MN)
CA
12/19/1984 - 06/10/2011
CAPITAL GROWTH RESOURCES (SAN DIEGO CA)
BOTH
Issued 06/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/01/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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