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 Rea is a financial professional with over 20 years of experience in the industry. Lori is a registered representative of Stifel, Nicolaus & Company, Inc. and has been with the firm since May 2020. Prior to joining Stifel, Lori worked for WELLS FARGO CLEARING SERVICES, LLC. Lori is licensed in multiple states and holds the Series 63, SIE and Series 7 licenses. Lori specializes in portfolio management, financial planning, and investment strategies for individuals and businesses.
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
PA
05/29/2020 - Present
Stifel, Nicolaus & Company, Inc. (CENTER VALLEY PA)
PA
01/14/2002 - 06/03/2020
WELLS FARGO CLEARING SERVICES, LLC (ALLENTOWN PA)
BC
Issued 04/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2002
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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