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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorin? Claim Your ProfileLorin Clark Hamisak is a financial advisor registered in Florida with Raymond James & Associates, Inc., and Raymond James Financial Services Advisors, Inc.. Lorin has been in the industry since August 1, 2012. Lorin has been with Raymond James & Associates, Inc., since December 5, 2019 and Raymond James Financial Services Advisors, Inc., since July 6, 2023. Lorin holds Series 3, 7, 9, 10, 66, SIE and 99TO licenses. Prior to working at Raymond James, Lorin worked at UBS Financial Services Inc., Wells Fargo Clearing Services, LLC, Morgan Stanley and Wells Fargo Advisors, LLC.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
12/05/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
04/18/2018 - 12/04/2019
UBS FINANCIAL SERVICES INC. (ST. PETERSBURG FL)
FL
12/17/2015 - 04/05/2018
WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)
FL
07/29/2015 - 12/22/2015
MORGAN STANLEY (TAMPA FL)
FL
07/13/2012 - 07/20/2015
WELLS FARGO ADVISORS, LLC (TAMPA FL)
BOTH
Issued 08/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2013
Series 3 - National Commodity Futures Examination
BC
Issued 07/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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