Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lore is an experienced financial advisor with a strong track record in the financial services industry. Brian has been active in the industry since 2006 and holds a Series 7, Series 6, Series 63, Series 24 and SIE license. Brian is currently registered with Equitable Advisors, LLC where Brian provides financial planning, pension consulting and portfolio management for individuals and businesses. In the past Brian has worked at IVY DISTRIBUTORS, INC., WADDELL & REED and AMERICAN CENTURY INVESTMENT SERVICES INC..
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.
1
2
NC
04/18/2023 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
KS
02/07/2011 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
02/07/2011 - 04/20/2021
WADDELL & REED (OVERLAND PARK KS)
MO
05/26/2004 - 02/07/2011
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 08/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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