Unclaimed
Lone Bjork is a registered investment advisor representative with Private Advisor Group, LLC. Lone has been in the industry since October 2008. Lone's primary office is located in Reston, Virginia and they are also licensed in Virginia. Lone has worked previously at Raymond James Financial Services, Inc. in Reston, VA and Cambridge Investment Research, Inc. in Lansdowne, VA. Lone is a Series 66, Series 7 and SIE exam holder.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
VA
01/29/2020 - Present
Private Advisor Group, LLC (Reston VA)
VA
01/13/2020 - 01/31/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (RESTON VA)
VA
02/21/2014 - 09/11/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (LANSDOWNE VA)
VA
07/14/2009 - 03/06/2014
AXA ADVISORS, LLC (LANSDOWNE VA)
VA
06/05/2008 - 06/16/2009
ING FINANCIAL PARTNERS, INC. (LANSDOWNE VA)
BOTH
Issued 10/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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