Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Marino is a financial advisor with Janney Montgomery Scott LLC. Lori has been in the financial services industry since 2011, and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Lori is a registered representative of FINRA and a registered investment advisor. Lori holds Series 7, 63, and 66 licenses, and has earned the SIE designation. Lori is also a member of the Pennsylvania Bar. Lori currently works at the Royersford office of Janney Montgomery Scott LLC.
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.
Fee plus commission
1
2
PA
05/15/2019 - Present
Janney Montgomery Scott LLC (Royersford PA)
PA
08/31/2011 - 12/02/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 05/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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