Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Ann Gagliano is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Lori Ann Gagliano has been in the industry since July 23, 1983. Lori Ann Gagliano is registered with the state of New Jersey as both a broker and an investment advisor representative. Lori Ann Gagliano is also registered as a broker in Texas. Lori Ann Gagliano has passed the Series 66, Series 7, and the SIE exams. Lori Ann Gagliano provides a variety of financial services to her clients, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Lori Ann Gagliano is a specialist in working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
01/11/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SUMMIT NJ)
NA
05/25/1983 - 12/23/1983
ISFA CORPORATION
BOTH
Issued 09/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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