Unclaimed
Lynne Gail Dorman is a financial professional with over 20 years of experience in the financial services industry. Lynne has been registered with Cetera Investment Services LLC since June 2019. Prior to that, Lynne was associated with Foresters Financial Services, Inc. from 1998 until 2019. Lynne is licensed to provide securities advice and investment recommendations in 16 states and holds Series 6, 63, and SIE licenses.
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.
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.
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CT
06/19/2019 - Present
Cetera Investment Services LLC (NORTH HAVEN CT)
CT
10/20/1998 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (NORTH HAVEN CT)
BC
Issued 11/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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