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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorie? Claim Your ProfileLorie Louise Walling is a registered investment advisor representative with Cetera Investment Advisers LLC. Lorie has been in the industry since 2001 and has held licenses in Texas, Louisiana and Minnesota. Lorie has experience in financial planning, portfolio management for businesses and individuals, and pension consulting. Lorie also provides educational seminars to clients. Cetera Investment Advisers LLC is a registered investment advisor that provides a range of services to individuals and businesses, including financial planning, portfolio management, and pension consulting. The firm has a wide range of client types, including individuals, high-net-worth individuals, corporations, and pension plans.
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.
A percentage of the total value of assets under management is charged.
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TX
11/20/2018 - Present
Cetera Investment Advisers LLC (TEXARKANA TX)
LA
04/09/2001 - 02/27/2002
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
BOTH
Issued 11/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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