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 Stevenson is a registered representative with MMA Securities LLC, located in Georgetown, SC. Lori Ann Stevenson has been in the securities industry for over 17 years and has held previous positions with LPL Financial LLC and Jefferson Pilot Securities Corporation. Lori Ann Stevenson is a Series 6, 7, 24, 52TO, 53, and 66 licensed advisor with experience in municipal securities and retirement planning. Lori Ann Stevenson also has extensive experience with investment company products and variable contracts.
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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
1
2
SC
04/03/2023 - Present
MMA Securities LLC (Georgetown SC)
NC
10/23/2007 - 04/03/2023
LPL FINANCIAL LLC (GREENSBORO NC)
NH
04/19/2005 - 02/15/2007
JEFFERSON PILOT SECURITIES CORPORATION (CONCORD NH)
NH
08/15/2005 - 07/26/2006
WINDWARD SECURITIES CORPORATION (CONCORD NH)
BOTH
Issued 02/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2006
Series 4 - Registered Options Principal Examination
BC
Issued 04/11/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/03/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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