Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Tamayo is a financial advisor at Truist Advisory Services, Inc. Lori has been working in the financial services industry since 2006. Lori's previous employers include BB&T Securities, LLC, BB&T Investment Services, Inc., LPL Financial LLC, Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lori is registered to provide investment advice in Georgia, Maryland, New Jersey, North Carolina, Pennsylvania, and Virginia. Lori holds Series 7, Series 9, Series 10, Series 24, and Series 66 licenses. Lori also holds the Certified Financial Planner designation. Lori provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and publication of periodicals. Lori provides advisory services for individuals, high-net-worth individuals, corporations, charitable organizations, and other investment 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.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (VIRGINIA BEACH VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
01/13/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (VIRGINIA BEACH VA)
VA
08/08/2014 - 09/21/2016
LPL FINANCIAL LLC (NORFOLK VA)
VA
02/26/2009 - 08/11/2014
WELLS FARGO ADVISORS, LLC (NORFOLK VA)
VA
06/06/2006 - 12/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORFOLK VA)
BOTH
Issued 07/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/12/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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