Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorraine? Claim Your ProfileLorraine Zeplinski has been in the financial services industry since 1985. Lorraine is a registered representative with Cetera Investment Advisers LLC in Philadelphia, Pennsylvania and also holds a Series 63 license. Lorraine has a long history in the financial services industry, previously working with Voya Financial Advisors, Inc., Locust Street Securities, Inc., Philadelphia Life Asset Planning Company, John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, EquiCo Securities, Inc., and The Equitable Life Assurance Society of the United States. Lorraine holds a Chartered Financial Consultant designation and has a strong background in investment advisory, portfolio management, and financial planning services.
PHILADELPHIA, PA
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.
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.
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2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (PHILADELPHIA PA)
PA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
IA
09/04/1996 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IN
09/11/1994 - 09/09/1996
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
MA
05/17/1993 - 09/15/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/17/1993 - 09/15/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
01/21/1985 - 02/09/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/21/1985 - 02/09/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 5/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 1/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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