Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loree? Claim Your ProfileLoree Harpole is a financial advisor with over 10 years of experience in the industry. She has a Series 7, Series 63, and Series 65 licenses. Loree is currently registered with Capitol Securities Management, Inc. and previously worked with Lincoln Investment, Legend Equities Corporation, Waddell & Reed, American Portfolios Financial Services, Inc., and Aegi Capital Corp. Loree provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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2
NY
01/25/2022 - Present
Capitol Securities Management, Inc. (ROCHESTER NY)
NY
01/03/2017 - 09/15/2020
LINCOLN INVESTMENT (ROCHESTER NY)
NY
09/26/2016 - 01/03/2017
LEGEND EQUITIES CORPORATION (ROCHESTER NY)
NY
12/13/2011 - 09/30/2016
WADDELL & REED (FAIRPORT NY)
NY
07/05/2011 - 11/11/2011
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (FAIRPORT NY)
NY
03/29/2010 - 07/14/2011
AEGIS CAPITAL CORP. (ROCHESTER NY)
NY
03/23/2010 - 03/30/2010
GUNNALLEN FINANCIAL, INC (ROCHESTER NY)
IA
Issued 01/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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