Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorna? Claim Your ProfileLorna Denise Rothanzl is a registered representative with Charles Schwab & CO., Inc. and TD Ameritrade Clearing, Inc. with over 17 years of experience in the financial services industry. Lorna has been active with TD Ameritrade, Inc. since 2006, and has worked with Charles Schwab & CO., Inc. since 2023. Lorna has experience in financial planning, securities, and asset management.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
03/30/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
09/14/2006 - 07/29/2024
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 09/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2015
Series 4 - Registered Options Principal Examination
BC
Issued 04/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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