Unclaimed
Lorraine Marie Downing is an investment advisor representative with Global Retirement Partners LLC. Lorraine has been in the industry since 1998 and is licensed to advise in Tennessee. Lorraine has worked with various companies, including Principal Securities, Inc. and USI Securities, Inc., throughout her career. Lorraine specializes in financial planning, pension consulting, and portfolio management. She focuses on serving individual investors and businesses.
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.
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
CA
08/11/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
TN
11/13/2006 - 11/14/2016
PRINCIPAL SECURITIES, INC. (BRENTWOOD TN)
TN
09/10/2004 - 09/01/2006
USI SECURITIES, INC. (KNOXVILLE TN)
IA
03/10/2001 - 08/02/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
11/09/1998 - 10/17/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 04/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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