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 Lachance is a financial advisor who has been working in the securities industry since July 18, 1998. Lori Ann Lachance is currently registered with Fidelity Brokerage Services LLC. Lori Ann Lachance has also held previous positions with FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., SCUDDER FINANCIAL SERVICES, INC., SCUDDER INVESTOR SERVICES, INC., and CITIZENS INVESTMENT SECURITIES, INC. Lori Ann Lachance holds Series 6, 7 and 63 licenses. Lori Ann Lachance is registered in Massachusetts and Rhode Island.
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.
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.
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2
RI
06/21/2011 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
09/14/1999 - 03/31/2010
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
06/03/1999 - 09/02/1999
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
12/18/1997 - 06/03/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
RI
04/10/1997 - 12/09/1997
CITIZENS INVESTMENT SECURITIES, INC. (JOHNSTON RI)
BC
Issued 07/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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