Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorna? Claim Your ProfileLorna Sabbia is a financial advisor with over 29 years of experience in the industry. Lorna has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1995 and has also held previous roles at FAM DISTRIBUTORS, INC. and KIDDER, PEABODY & CO. INCORPORATED. Lorna has a broad range of experience working with individuals, corporations, businesses, high-net-worth individuals, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Lorna is a registered representative in 54 states and the District of Columbia. Lorna specializes in providing financial advice and investment management services.
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
MA
10/16/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
NY
09/19/2002 - 09/19/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
04/26/1995 - 05/26/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/20/1993 - 02/08/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 01/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1993
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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