Unclaimed
Lorraine Debritto is a registered representative with Wells Fargo Clearing Services, LLC. Lorraine is registered with the state of Florida as a Registered Investment Advisor. Lorraine has been in the financial industry since 2013. She is also licensed to conduct securities business in Georgia. Lorraine has previously been employed by PNC Investments, Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc.
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.
Investment consulting services to institutional clients
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
MO
09/08/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
FL
09/14/2016 - 12/06/2018
PNC INVESTMENTS (FORT LAUDERDALE FL)
FL
07/15/2013 - 08/18/2016
WELLS FARGO ADVISORS, LLC (FORT LAUDERDALE FL)
FL
10/23/2009 - 07/14/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
FL
11/19/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. LAUDERDALE FL)
MA
10/24/2000 - 08/21/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 08/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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