Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori McGrath is a financial professional with over 20 years of experience in the financial services industry. Lori is currently registered with MFS Fund Distributors, Inc. Lori has held previous positions with Scudder Financial Services, Inc. and Fidelity Brokerage Services, 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.
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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MA
02/27/2008 - Present
MFS Fund Distributors, Inc. (BOSTON MA)
MA
02/27/1999 - 10/27/1999
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
RI
03/11/1992 - 02/01/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 03/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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