Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorraine? Claim Your ProfileLorraine Speirs is a financial advisor with over 30 years of experience in the industry. Lorraine has been registered with LPL Financial LLC since February 2018. Prior to that, Lorraine worked at INVEST FINANCIAL CORPORATION and THRIVENT INVESTMENT MANAGEMENT INC. Lorraine holds the Series 6, SIE, and Series 63 licenses. Lorraine is registered with the states of Georgia, Iowa, New Jersey, and New York. Lorraine specializes in providing financial planning, investment management, and portfolio management services for individuals, businesses, and charitable organizations. LPL Financial LLC offers a variety of advisory services, including consulting, educational seminars, and the selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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
NJ
02/14/2018 - Present
LPL Financial LLC (COLTS NECK NJ)
NJ
04/01/2008 - 02/14/2018
INVEST FINANCIAL CORPORATION (FREEHOLD NJ)
NY
07/01/2002 - 04/03/2008
THRIVENT INVESTMENT MANAGEMENT INC. (BROOKLYN NY)
MN
12/09/1991 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 02/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lorraine Speirs is the right advisor for you? Invested Better is here to help.
