Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Wilking-przekop is a financial advisor with Ameriprise Financial Services, LLC and American Enterprise Investment Services Inc.. Lori has over 20 years of experience in the financial services industry and is a registered representative in Michigan. Lori holds Series 7, 16, 63, 65, 86, 87, and SIE licenses and has a strong track record of providing financial advice to individuals, families, 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.
Asset allocation services
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
MN
02/14/2017 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
10/05/2009 - 01/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MI
02/19/1999 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
IA
Issued 11/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/17/2004
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 10/29/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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