Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Bayba is a financial advisor with over 30 years of experience in the industry. Lori is currently registered with Moors & Cabot, Inc., a firm with a presence across the United States. Lori is a licensed investment advisor representative in the state of Florida and holds both Series 63 and Series 65 licenses. Lori has previously been registered with C. J. M. PLANNING CORP., MAIN STREET MANAGEMENT COMPANY, CADARET, GRANT & CO., INC., and AETNA LIFE INSURANCE AND ANNUITY COMPANY. Lori offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
09/03/2024 - Present
Moors & Cabot, Inc. (ENGLEWOOD FL)
NJ
05/04/2004 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
MA
08/07/1998 - 04/30/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NY
04/05/1990 - 08/10/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CT
10/29/1987 - 04/23/1990
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 01/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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