Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Jane Stratis is a financial advisor with over 40 years of experience in the industry. Loretta is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered with Cambridge Investment Research Advisors, Inc., and has a Series 63, Series 22TO, Series 6TO, SIE, Series 7, and Series 1 licenses. Prior to Cambridge Investment Research Advisors, Inc. Loretta was registered with H. Beck, Inc., WRP INVESTMENTS, INC., INTEGRATED RESOURCES EQUITY CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, and IDS FINANCIAL SERVICES INC. Loretta specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Loretta works with a variety of clients, including individuals, families, and small businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
09/23/2019 - Present
Cambridge Investment Research Advisors, Inc. (Sagamore Hills OH)
OH
01/31/2003 - 09/24/2019
H. BECK, INC. (SAGAMORE HILLS OH)
OH
07/11/1989 - 01/31/2003
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
NA
01/11/1989 - 07/25/1989
INTEGRATED RESOURCES EQUITY CORPORATION
MN
03/13/1980 - 01/19/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/13/1980 - 01/19/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
03/13/1980 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 06/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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