Unclaimed
Lorianne Montsinger is a financial advisor with Northwestern Mutual Investment Services, LLC. Lorianne is a registered representative with FINRA and a registered investment advisor with the state of North Carolina. Lorianne has been in the financial services industry since 2013. In addition to her work with Northwestern Mutual Investment Services, LLC, Lorianne also owns a non-financial services business that re-sells clothing online. Lorianne's clients include individuals and businesses. Lorianne provides investment research, referrals to other advisors, and other advisory services.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NC
04/04/2023 - Present
Northwestern Mutual Investment Services, LLC (CHARLOTTE NC)
NC
06/29/2015 - 01/26/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)
NC
04/03/2012 - 05/14/2014
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
BOTH
Issued 07/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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