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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 Wojtas is an experienced financial advisor with over 20 years of experience in the financial services industry. Lorraine is currently registered with Ameriprise Financial Services, LLC as an Investment Advisor Representative in Michigan. Lorraine has a strong track record of helping clients achieve their financial goals, and specializes in providing personalized financial planning, asset allocation services, and investment management. Lorraine is dedicated to building long-term relationships with her clients, providing them with the guidance and support they need to make informed financial decisions.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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MI
06/02/2023 - Present
Ameriprise Financial Services, LLC (TROY MI)
MI
06/01/2022 - 03/03/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (GROSSE POINTE MI)
MI
01/24/2018 - 05/25/2022
WELLS FARGO CLEARING SERVICES, LLC (GROSSE POINTE WOODS MI)
MI
02/16/2011 - 02/14/2017
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM MI)
MI
01/07/2010 - 11/03/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SHELBY TOWNSHIP MI)
MI
06/16/2008 - 01/11/2010
WELLS FARGO ADVISORS, LLC (CLINTON TOWNSHIP MI)
FL
06/16/1998 - 12/11/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
10/18/1996 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
FL
02/12/1996 - 11/11/1996
LPM INVESTMENT SERVICES, INC (PALM BEACH FL)
MI
12/23/1994 - 01/05/1996
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
BOTH
Issued 11/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/01/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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