Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorna? Claim Your ProfileLorna F. Meyer is an active registered investment advisor and broker-dealer, currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Lorna has over 40 years of experience in the financial services industry, with past affiliations including J.P. Morgan Securities Inc. and Alex. Brown & Sons Incorporated. Lorna holds the Series 7, Series 63, Series 65 and SIE licenses. Lorna specializes in providing investment advice to high net worth individuals, corporations, charitable organizations, and pension and profit-sharing 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
08/27/2001 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
NY
02/01/2000 - 08/28/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
10/05/1998 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
MD
09/01/1997 - 09/16/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
08/30/1984 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NA
04/06/1982 - 10/11/1984
A.G. BECKER PARIBAS INCORPORATED
NA
09/27/1977 - 05/04/1982
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/01/1977 - 11/15/1977
E. F. HUTTON & COMPANY INC
IA
Issued 12/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/01/1978
PC - AMEX Put and Call Exam
BC
Issued 02/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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