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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorraine? Claim Your ProfileLorraine Devito is a financial advisor with Wealth Enhancement Advisory Services, LLC, a firm that provides investment advice and financial planning services. Lorraine has been in the financial services industry for over 23 years and holds several licenses and certifications including Series 7, Series 63, Series 9, Series 10, and SIE. Lorraine is a dedicated financial advisor who helps clients reach 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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
FL
09/06/2023 - Present
Wealth Enhancement Advisory Services, LLC (SINGER ISLAND FL)
FL
02/28/2014 - 05/23/2022
MORGAN STANLEY (West Palm Beach FL)
NY
10/23/2009 - 02/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/27/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
CT
10/27/2003 - 09/02/2004
ADVEST, INC. (HARTFORD CT)
NY
10/21/1999 - 09/26/2003
R. LEWIS SECURITIES, INC. (NEW YORK NY)
NY
02/05/1992 - 03/10/1992
SAMUEL A. RAMIREZ & CO., INC. (NEW YORK NY)
NJ
07/25/1990 - 12/12/1991
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
NA
04/09/1986 - 07/29/1988
STEINBERG & LYMAN
NA
03/25/1988 - 07/23/1988
THOMSON MCKINNON SECURITIES INC.
NA
02/28/1986 - 04/07/1986
NEWBRIDGE SECURITIES INC.
IA
Issued 12/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/16/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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