Unclaimed
Lori Barr has been a securities professional since December 20, 2001. Lori is a registered representative with T. Rowe Price Investment Services, Inc. and is licensed in 53 states. Lori has a strong background in the financial industry and has a deep understanding of investment products and strategies. Lori is committed to providing her clients with personalized financial advice and investment solutions to help them reach their financial goals.
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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2
CO
12/21/2001 - Present
T. Rowe Price Investment Services, Inc. (COLORADO SPRINGS CO)
BC
Issued 03/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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