Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorraine? Claim Your ProfileLorraine Lalicata is a financial advisor at Raymond James & Associates, Inc. Lorraine has been in the industry since 1994 and is registered with the state of Michigan. Lorraine has a strong background in financial planning and portfolio management, with a focus on providing clients with customized investment strategies that meet their individual needs. Prior to joining Raymond James & Associates, Inc., Lorraine was with Wells Fargo Clearing Services, LLC. Lorraine is dedicated to helping her clients 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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
04/23/2024 - Present
Raymond James & Associates, Inc. (FARMINGTON HILLS MI)
MI
07/01/2003 - 04/29/2024
WELLS FARGO CLEARING SERVICES, LLC (FARMINGTON HILLS MI)
NY
06/19/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
02/17/1998 - 05/12/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
05/25/1994 - 02/06/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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