Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorraine? Claim Your ProfileLorraine Salinas is a financial advisor who has been in the industry since 1988. Lorraine is currently registered with Wells Fargo Clearing Services, LLC, a firm that has been in business for many years. Lorraine's expertise includes retirement planning, investment management, and financial planning. Lorraine is dedicated to helping clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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
CA
11/01/2016 - Present
Wells Fargo Clearing Services, LLC (MISSION VIEJO CA)
CA
02/11/1991 - 05/13/2009
UBS FINANCIAL SERVICES INC. (IRVINE CA)
CA
02/04/1991 - 02/13/1991
BARABAN SECURITIES, INC. (LOS ANGELES CA)
NY
10/28/1988 - 11/15/1990
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
11/18/1986 - 07/31/1987
WADDELL & REED, INC.
BOTH
Issued 02/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1991
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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