Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Young is a financial advisor with Kestra Investment Services, LLC. Lori has been working in the financial services industry since July 1988. Lori is licensed to sell securities in Michigan. Lori has earned the following securities licenses: Series 4, Series 7, Series 24, Series 53, and Series 63. Lori has also passed the SIE exam.
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.
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.
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MI
04/18/2016 - Present
Kestra Investment Services, LLC (KALAMAZOO MI)
MI
11/14/2000 - 04/23/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (KALAMAZOO MI)
OH
04/08/1997 - 11/17/1998
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
MI
09/01/1994 - 11/17/1998
FIRST OF AMERICA SECURITIES, INC. (KALAMAZOO MI)
OH
07/23/1986 - 11/15/1994
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
BC
Issued 09/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/11/1997
Series 4 - Registered Options Principal Examination
BC
Issued 08/23/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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