Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loni? Claim Your ProfileLoni Gwen Mann is a financial advisor with LPL Financial LLC in Loveland, CO. Loni has been in the financial services industry since 2009 and has experience with Investment Centers of America, Inc. Loni holds the Series 6 and SIE licenses. Loni's specialties include retirement planning, investment management, and insurance planning. Loni's firm, LPL Financial LLC, is a leading independent broker-dealer and registered investment advisor. LPL offers a wide range of financial products and services, including brokerage, investment advisory, and insurance. Loni can help you develop a financial plan to meet your goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
11/29/2017 - Present
LPL Financial LLC (LOVELAND CO)
CO
05/27/2009 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (LOVELAND CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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