Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorraine? Claim Your ProfileLorraine Calcote is a financial advisor with over 20 years of experience in the financial services industry. Lorraine has been registered with J.P. Morgan Securities LLC since March 2016. Prior to that, Lorraine worked for LPL Financial LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Lorraine holds Series 7 and Series 63 licenses as well as the SIE. Lorraine is also a Certified Financial Planner. Lorraine specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NV
04/15/2016 - Present
J.p. Morgan Securities LLC (LAS VEGAS NV)
MD
02/10/2006 - 03/22/2016
LPL FINANCIAL LLC (HANOVER MD)
MN
09/27/2004 - 02/14/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/27/2004 - 02/14/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/05/1997 - 09/30/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/05/1997 - 09/30/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/10/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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