Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorraine? Claim Your ProfileLorraine Dickman is a financial advisor who has been in the industry since 2011. Lorraine has experience working with a variety of firms including Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc., and Steward Partners Global Advisory, LLC. Lorraine is currently registered with Steward Partners Investment Advisory, LLC in New Jersey and Texas. Lorraine provides financial planning, pension consulting, and portfolio management services to individual clients. Lorraine is committed to providing her clients with the highest level of service and expertise.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NJ
08/31/2023 - Present
Steward Partners Investment Advisory, LLC (PARAMUS NJ)
DC
11/02/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
NJ
08/26/2013 - 11/07/2017
WELLS FARGO CLEARING SERVICES, LLC (PARAMUS NJ)
NJ
05/28/2010 - 09/16/2010
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NJ
11/16/2009 - 12/01/2009
DAVID LERNER ASSOCIATES, INC. (TEANECK NJ)
NJ
06/01/2009 - 10/08/2009
MORGAN STANLEY SMITH BARNEY (PARAMUS NJ)
NJ
07/17/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
BOTH
Issued 01/21/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lorraine Dickman is the right advisor for you? Invested Better is here to help.
