Unclaimed
Lorraine Dipaolo is a Registered Representative and Investment Advisor Representative with Western International Securities, Inc. Lorraine has been in the securities industry for over 40 years, with experience at several firms including Northeast Securities, LLC, The Benchmark Company, LLC, The Benchmark Company, Inc., Brean Murray, Foster Securities Inc., Oppenheimer & Co., Inc., Blyth Eastman Dillon & Co. Incorporated, and Eastman Dillon, Union Securities & Co., Incorporated. Lorraine currently holds Series 65, 63, 24, and 53 licenses. Lorraine's professional experience includes expertise in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Lorraine works with a wide range of clients, including individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
1
2
NY
06/21/2019 - Present
Western International Securities, Inc. (Massapequa NY)
NJ
11/25/2003 - 12/31/2018
NORTHEAST SECURITIES, LLC (Glen Rock NJ)
NY
01/02/2001 - 11/24/2003
THE BENCHMARK COMPANY, LLC (NEW YORK NY)
NY
09/26/1989 - 12/31/2000
THE BENCHMARK COMPANY, INC. (NEW YORK NY)
NY
06/19/1989 - 10/04/1989
BREAN MURRAY, FOSTER SECURITIES INC. (NEW YORK NY)
NA
08/05/1975 - 06/26/1989
OPPENHEIMER & CO., INC.
NA
11/07/1972 - 08/16/1975
BLYTH EASTMAN DILLON & CO. INCORPORATED
NA
05/22/1963 - 11/07/1972
EASTMAN DILLON, UNION SECURITIES & CO., INCORPORATED
IA
Issued 01/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1995
Series 24 - General Securities Principal Examination
BC
Issued 07/10/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1982
Series 3 - National Commodity Futures Examination
BC
Issued 05/20/1977
PC - AMEX Put and Call Exam
BC
Issued 05/21/1963
Series 1 - Registered Representative Examination
Active
Inactive
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