Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorin? Claim Your ProfileLorin Elizabeth Liesy is a registered representative of Capital Client Group, Inc. with over 20 years of experience in the financial industry. Lorin is also a licensed principal in the state of California and holds a Series 26, Series 6, and SIE license. Lorin has worked in the financial services industry since 1996 and has focused her practice on helping clients with their investment needs. Lorin is committed to providing her clients with the highest level of service and expertise.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
11/11/1996 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
BC
Issued 02/22/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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