Loreli A. Ghee
Professional summary
Loreli Ann Ghee, who also goes by Loreli Ann Maronde, Loreli A Valentine, is a registered financial advisor currently at COKER & PALMER located in Jackson, Mississippi and MOORS & CABOT, INC. located in Boston, Massachusetts.
Loreli is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Loreli has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Loreli Ann Ghee's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Loreli Ann Ghee's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 8, 2016 - Present
COKER & PALMER
Office #1: 1667 Lelia Dr, Jackson, MS 39216Office #2: 1667 Lelia Drive, Jackson, MS 39216Office #3: 1667 Lelia Drive, Jackson, MS 39216July 20, 2026 - Present
MOORS & CABOT, INC.
Office #1: One Federal Street 19th Floor, Boston, MA 02110Office #2: 1667 Lelia Drive, Jackson, MS 39216August 8, 2016 - Present
COKER & PALMER
Office #1: 1667 Lelia Dr, Jackson, MS 39216Office #2: 1667 Lelia Drive, Jackson, MS 39216Office #3: 1667 Lelia Drive, Jackson, MS 39216July 17, 2026 - Present
MOORS & CABOT, INC.
Office #1: One Federal Street 19th Floor, Boston, MA 02110Office #2: 1667 Lelia Drive, Jackson, MS 39216April 9, 2013 - August 22, 2016
MORGAN STANLEY
April 9, 2013 - August 22, 2016
MORGAN STANLEY
June 1, 2009 - February 25, 2013
MORGAN STANLEY
June 1, 2009 - February 25, 2013
MORGAN STANLEY
October 4, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
February 21, 2006 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
December 13, 1999 - February 21, 2006
LEGG MASON WOOD WALKER, INCORPORATED
September 17, 1996 - November 4, 1999
PIPER SANDLER & CO.
February 26, 1993 - September 20, 1996
BROKER DEALER FINANCIAL SERVICES CORP.
February 19, 1993 - March 2, 1993
DICKINSON & CO.
Primary Firm SEC Registration
MOORS & CABOT, INC.
CRD#: 594 / SEC#: 801-48726, 8-23060
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/8/2016)
(8/8/2016)
(7/17/2026)
Exams
FINRA
NYSE American LLC
NYSE Arca, Inc.
Nasdaq Stock Market
New York Stock Exchange
Current Firm
MOORS & CABOT, INC.
CRD#: 594 / SEC#: 801-48726, 8-23060
Contact information
SEC notice filing (35 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EIGHTEEN NINETY PARTNERS, LLC | SHAREHOLDER | |
| BRAUN, MICHAEL CHARLES | EVP/COO/DIRECTOR | 2005370 |
| CUETARA, JOSEPH PHILIP | SVP FIXED INCOME/MUNICIPAL PRINCIPAL | 58308 |
| GARRETT, MARK DAVID | DIRECTOR/CO-CHAIRMAN/TRUSTEE | 5563014 |
| HILDRETH, MICHAEL CHRISTOPHER | EVP/CFO/FINOP/PRESIDENT/CEO/DIRECTOR | 2386839 |
| JOYCE, DANIEL MICHAEL | DIRECTOR | 1060819 |
| KELLIHER, KATHERINE ROSE | SVP & CHIEF COMPLIANCE OFFICER | 4146307 |
Regulatory assets under management
| Total Number of Accounts | 5,074 |
| AUM (Assets Under Management) | $ 3,437,764,388 |
Disclosures
| Regulatory Event | 30 |
| Arbitration | 4 |
| Bond | 2 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 01/23/2025 | ||
| 12/04/2023 | ||
| 01/12/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MOORS & CABOT, INC.
CRD#: 594Jackson, MS 39216TRUST BUT VERIFY
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