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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 Laczko is a financial advisor at Morgan Stanley. Lorraine has been in the financial industry since 1987. Lorraine has a Series 63, 65, and 66 license and a Series 3 and 7 license. Lorraine has worked for Citigroup Global Markets Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Shearson Lehman Hutton Inc. Lorraine is currently registered in New York and Texas. Lorraine is a Registered Representative of Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A.. Lorraine provides asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
01/24/2022 - Present
Morgan Stanley (SARATOGA SPRINGS NY)
NY
11/17/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SARATOGA SPRINGS NY)
NY
05/25/1988 - 08/19/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/21/1987 - 06/03/1988
SHEARSON LEHMAN HUTTON INC.
BOTH
Issued 06/13/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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