Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorleta? Claim Your ProfileLorleta Langevin is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Lorleta has been a registered representative in the securities industry for 18 years. Lorleta has experience working with a wide range of clients, including individuals, families, businesses, and institutions. She has specialized in providing financial planning, investment management, and portfolio management services. Lorleta earned a Series 7 license in 2000 and a Series 63 license in 2000. She has also passed the Series 65 exam and the Securities Industry Essentials Examination. Lorleta currently is a Registered Representative and Investment Advisor Representative in Florida and Texas. Before working with Wells Fargo Advisors Financial Network, LLC, Lorleta worked with Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Lorleta is dedicated to helping her clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
11/15/2018 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
07/01/2003 - 11/15/2018
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
NY
02/09/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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