Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Strong has been a financial advisor for over 25 years. Loretta's career began at NYLIFE Securities Inc. in 1996 and continued with IFMG Securities, Inc., Edward Jones and now Raymond James Financial Services Advisors, Inc. Loretta is registered to provide investment advice in California, Arizona, Massachusetts, Nebraska, New Mexico, Oregon and Washington. Loretta's experience and dedication to her clients are reflected in the long-standing relationships she has cultivated. Loretta works with a wide range of clients, including individuals, families, businesses, and retirement plans. Loretta is committed to providing her clients with personalized financial advice that is tailored to their unique needs and goals. Loretta is also active in the community and is a member of several professional organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
03/01/2011 - Present
Raymond James Financial Services Advisors, Inc. (San Francisco CA)
CA
01/10/2003 - 11/29/2010
EDWARD JONES (HEALDSBURG CA)
NY
07/21/1997 - 01/21/2003
IFMG SECURITIES, INC. (PURCHASE NY)
NY
08/29/1996 - 07/28/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 02/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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