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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorraine? Claim Your ProfileLorraine Harper is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since October 2013. Lorraine Harper has offices in BOISE, ID. Lorraine Harper is a registered investment advisor in Idaho and Texas, and a registered broker in 34 states. Lorraine Harper has passed the Series 6, 7, 63 and 65 exams. Lorraine Harper specializes in retirement planning, college savings, and estate planning. Lorraine Harper also offers a variety of investment products and services, including mutual funds, stocks, bonds, and annuities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
ID
03/01/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOISE ID)
ID
10/30/2013 - 11/04/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NAMPA ID)
IA
Issued 03/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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