Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorraine? Claim Your ProfileLorraine Meloro Reith is a registered representative with LPL Financial LLC. Lorraine has been in the industry since June 13, 1989, and has experience with a variety of firms, including Cambridge Investment Research, Inc. and Northern Lights Distributors, LLC. Lorraine holds the Series 6 and Series 63 licenses, as well as the SIE exam. Lorraine also has a specialization in financial planning, pension consulting, and portfolio management for individuals 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.
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (ALBANY NY)
NY
09/04/2015 - 11/12/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (ALBANY NY)
NY
02/09/2004 - 09/04/2015
NORTHERN LIGHTS DISTRIBUTORS, LLC (ALBANY NY)
CA
08/01/2003 - 02/11/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
12/12/1991 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CT
10/15/1993 - 12/03/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CT
01/15/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NY
06/09/1989 - 12/06/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
06/09/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 10/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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