Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Chilpigian is a financial advisor with over 20 years of experience in the industry. Lori is currently registered with Osaic Wealth, Inc. in both California and Arizona. Before joining Osaic Wealth, Inc., Lori was with Securities America, Inc. and Chase Investment Services Corp. Lori is a Series 7 and Series 63 licensed professional. Lori specializes in providing financial planning, portfolio management, and pension consulting services to both individuals and businesses. Lori's experience and expertise make her a valuable resource for those seeking guidance in managing their finances.
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.
1
2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (FRESNO CA)
CA
06/29/2012 - 06/14/2024
SECURITIES AMERICA, INC. (MODESTO CA)
CA
03/01/2010 - 10/27/2011
CHASE INVESTMENT SERVICES CORP. (FRESNO CA)
SC
06/19/2008 - 09/24/2008
LPL FINANCIAL CORPORATION (FORT MILL SC)
CA
04/24/2001 - 04/19/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (FRESNO CA)
BC
Issued 08/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lori Chilpigian is the right advisor for you? Invested Better is here to help.
