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Lorraine Ann Grossman

Providence Financial AND Insurances, Inc.

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About Lorraine Ann Grossman

Lorraine Grossman is an Investment Advisor Representative at Providence Financial And Insurances, Inc. Lorraine is a Registered Investment Advisor with 5 years of experience in the industry. Lorraine has a Series 65 license and is registered in California. Lorraine provides financial planning and portfolio management services for individuals and businesses. Lorraine Grossman is also a Notary Public and provides notarial services.

Firm Information

Lorraine Grossman is currently registered with Providence Financial AND Insurances, Inc.. Providence Financial AND Insurances, Inc. is a financial advisory firm located in Woodland Hills, CA. The firm manages approximately $153 million in assets for 1,232 clients. They offer a range of services, including financial planning, pension consulting, educational seminars, portfolio management for individuals, and selection of other advisors. Their client base consists primarily of high-net-worth individuals and individuals other than high-net-worth.
Providence Financial AND Insurances, Inc.

20335 VENTURA BLVD STE 125

WOODLAND HILLS, CA 91364

$153.38M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lorraine Grossman’s Registration & Firm History

CA

03/02/2017 - Present

Providence Financial AND Insurances, Inc. (WOODLAND HILLS CA)

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Licenses & Designations

IA

Issued 06/29/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lorraine Ann Grossman.
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