Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorna? Claim Your ProfileLorna Gessner is a financial advisor with over 28 years of experience in the industry. Lorna is currently registered with Raymond James Financial Services Advisors, Inc. in Hummels Wharf, PA. Lorna has been with Raymond James since 2015 and has held previous positions with M&T Securities, Inc., Keystone Brokerage, LLC, Keystone Brokerage, Inc. and Lauglin Group Advisors, Inc. Lorna has a wide range of experience in the financial services industry and offers a variety of services to her clients, including financial planning, investment management, and retirement planning. Lorna is dedicated to providing her clients with personalized service and helping them 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
02/18/2016 - Present
Raymond James Financial Services Advisors, Inc. (HUMMEL'S WHARF PA)
PA
10/07/2000 - 12/26/2014
M&T SECURITIES, INC. (SELINSGROVE PA)
PA
12/23/1996 - 10/07/2000
KEYSTONE BROKERAGE, LLC (WILLIAMSPORT PA)
NA
11/08/1996 - 12/02/1996
KEYSTONE BROKERAGE, INC.
NE
04/28/1994 - 11/06/1996
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
OH
09/23/1993 - 04/25/1994
SPECTRUM SECURITIES CORPORATION (MAYFIELD HEIGHTS OH)
IA
Issued 09/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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