Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loree? Claim Your ProfileLoree Quinn is a registered representative and investment advisor representative with LPL Financial LLC, based in Monroe City, MO. Loree has been in the financial services industry since July 30, 2007. Loree has passed the Series 66, Series 7 and SIE exams. Loree previously worked at Securities America, Inc. for 15 years. Loree Quinn specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and corporations. Loree's experience, expertise, and dedication to client service make her a valuable resource for individuals and families seeking financial guidance.
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
MO
12/01/2022 - Present
LPL Financial LLC (MONROE CITY MO)
MO
07/30/2007 - 12/01/2022
SECURITIES AMERICA, INC. (MONROE CITY MO)
BOTH
Issued 12/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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