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 Porcelli-plescia is a Certified Financial Planner™ and Personal Financial Specialist who has been in the financial industry since 2007. Lori is currently registered as an Investment Advisor Representative (IAR) in Missouri, Ohio, and Texas. Lori Ann is affiliated with Marcum Wealth, LLC. Lori Ann has a diverse clientele, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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.
Consulting
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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MO
04/21/2022 - Present
Marcum Wealth, LLC (Chesterfield MO)
IA
Issued 07/25/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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