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 peterson Timothy is a financial advisor with International Assets Investment Management, LLC. Lori has been in the industry since 2002. Lori is registered with FINRA as an investment advisor representative. Lori has Series 66, SIE and Series 7 licenses. Lori Ann peterson Timothy is a registered investment advisor representative in several states. Lori Ann peterson Timothy has previously worked with Wells Fargo Clearing Services, LLC and UBS Financial Services Inc. Lori specializes in financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/31/2022 - Present
International Assets Investment Management, LLC (ORLANDO FL)
UT
05/13/2008 - 03/04/2022
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
04/22/2002 - 03/31/2008
UBS FINANCIAL SERVICES INC. (SALT LAKE CITY UT)
BOTH
Issued 11/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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