Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Lenhof is a financial advisor with Stifel, Nicolaus & Company, Inc. Lori has been working in the financial industry since December 2003. Lori holds Series 7, 9, 10, 63 and 66 licenses. Lori is licensed to provide investment advisory services in California and Texas. Lori's previous experience includes working with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/29/2021 - Present
Stifel, Nicolaus & Company, Inc. (SAN DIEGO CA)
CA
06/01/2009 - 11/17/2015
MORGAN STANLEY (SAN DIEGO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
12/10/2003 - 04/02/2007
MORGAN STANLEY DW INC. (RANCHO BERNARDO CA)
BOTH
Issued 07/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/17/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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