Years of Experience
5-20+ Years
Newark, DE
2 Years Experience
0 Disclosures
ADVISOR BIO
Loic Rene Le guen is an active investment professional currently registered with J.p. Morgan Securities LLC. Loic has passed the Securities Industry Essentials Examination and the Operations Professional Examination and is a registered representative with FINRA. Loic specializes in 1, 2, 4, 5, and 6. J.p. Morgan Securities LLC manages over $249 Billion in assets and provides financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.
SPECIALIZATIONS
SEAFORD, DE
25 Years Experience
0 Disclosures
ADVISOR BIO
Lora Mitchell Schuler is a financial advisor who has been in the industry since March 26, 2000. Currently, Lora is registered with LPL Financial LLC, working in the Seaford, DE branch. Previously, Lora has worked for M&T Securities, Inc. and Wilmington Brokerage Services Company. Lora has a Series 63 license, and is also Series 6 and SIE certified. Lora is registered in Delaware, Maryland, New Jersey and Pennsylvania.
SPECIALIZATIONS
Newark, DE
5 Years Experience
0 Disclosures
ADVISOR BIO
Lora Zubrzycki is a registered representative with J.p. Morgan Securities LLC. Lora has been in the industry since September 20, 2020, and has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Lora is registered in Delaware. Lora's firm specializes in financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
Wilmington, DE
38 Years Experience
0 Disclosures
ADVISOR BIO
Lori Ann Earley is a registered investment advisor representative with Ziv Investment Co. based in Wilmington, Delaware. Lori has been in the industry since 1987 and has a broad range of experience, holding registrations in numerous states. Lori focuses on providing investment advice and portfolio management services for individuals. Lori is also a registered principal and has a Series 7, 10 and 9 license.
SPECIALIZATIONS
WILMINGTON, DE
26 Years Experience
0 Disclosures
ADVISOR BIO
Lori Ann Rutkowski has been in the financial industry since 1998. Lori is currently registered as a Registered Representative and Investment Adviser Representative with Osaic Wealth, Inc. Lori is licensed in California, Delaware, Florida, Maryland and Pennsylvania. Lori specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Prior to Osaic Wealth, Inc., Lori was employed by The Lincoln National Life Insurance Company.
SPECIALIZATIONS
LEWES, DE
16 Years Experience
0 Disclosures
ADVISOR BIO
Lorraine Frances Harrod is a financial advisor currently registered with PNC Investments. Lorraine is a veteran of the financial industry, having been active since September 8, 2009. Lorraine has a breadth of experience working with clients in multiple states, including Delaware, Maryland, and Virginia. Lorraine's experience and expertise may benefit clients seeking a variety of financial services, including portfolio management for individuals and businesses. Lorraine is currently registered as an investment advisor representative with PNC Investments.
SPECIALIZATIONS
WILMINGTON, DE
22 Years Experience
0 Disclosures
ADVISOR BIO
Louis Himelreich is a financial advisor with Principal Securities, Inc., who has over 20 years of experience in the financial services industry. Louis is registered with the state of Delaware and has a Series 6, Series 7, and Series 63 license. Louis is also a Certified Financial Planner and a Chartered Financial Consultant. Louis previously worked with MML Investors Services, LLC, MSI Financial Services, Inc., Nationwide Securities, LLC, Intersecurities, Inc., and Securian Financial Services, Inc.
SPECIALIZATIONS
WILMINGTON, DE
22 Years Experience
0 Disclosures
ADVISOR BIO
Louis Dante Memmolo is a financial advisor who has been in the industry for over 20 years. Louis is currently registered with Osaic Wealth, Inc. and provides a range of services, including financial planning, pension consulting, and portfolio management. Louis has a strong track record of working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
SPECIALIZATIONS
WILMINGTON, DE
0 Disclosures
ADVISOR BIO
Louis Porta is an Investment Advisor Representative associated with Wilmington Trust Investment Advisors, Inc. Louis is a licensed Investment Advisor Representative in Maryland. Louis has been in the industry since November 2001. Louis is also associated with The Legacy Trust 2011. Louis has Series 66, Series 7TO and SIE licenses. Louis holds the Chartered Financial Analyst designation.
SPECIALIZATIONS
Wilmington, DE
0 Disclosures
ADVISOR BIO
Lucinda Peterson is a financial advisor with Bryn Mawr Capital Management, LLC. Lucinda is a CERTIFIED FINANCIAL PLANNER™ professional. Lucinda has over 20 years of experience in the financial services industry. Lucinda is registered with the state of Delaware and has a FINRA registration as a Registered Associate. Lucinda focuses on providing financial planning and portfolio management services to individuals, families, businesses, trusts and foundations.
SPECIALIZATIONS
