Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorraine? Claim Your ProfileLorraine Crawford is a financial advisor with over 15 years of experience in the financial services industry. Lorraine currently works at Western International Securities, Inc. Prior to her current role, Lorraine worked at City National Securities, Inc. and Wells Fargo Advisors, LLC. Lorraine is registered in California. Lorraine specializes in portfolio management, financial planning, and investment advisory services.
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.
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.
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2
CA
08/10/2018 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
08/11/2015 - 07/31/2018
CITY NATIONAL SECURITIES, INC. (westlake village CA)
CA
01/03/2011 - 07/28/2015
WELLS FARGO ADVISORS, LLC (WESTLAKE VILLAGE CA)
CA
03/07/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WESTLAKE VILLAGE CA)
BOTH
Issued 04/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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