Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorraine? Claim Your ProfileLorraine Friscia Rocamboli has been a registered representative for over 40 years, beginning in 1983. Lorraine holds licenses in Florida, New York and Texas. Lorraine specializes in financial planning, portfolio management, and selection of other advisers. Lorraine works at Lincoln Investment, which has over 679 clients and more than $17.2 billion in assets under management. In addition, Lorraine also works at Capital Analysts. Both firms offer a variety of services including financial planning, portfolio management, and selection of other advisers.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
04/05/2019 - Present
Lincoln Investment (BOHEMIA NY)
NY
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (BOHEMIA NY)
FL
08/13/1983 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
BC
Issued 02/17/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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