Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori James is a registered representative with The Huntington Investment Co. and has been in the industry since 2012. Lori is a Series 7, Series 99 and Series 63 licensed professional. Lori provides portfolio management services for individuals and businesses, as well as selection of other advisers.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
09/21/2012 - Present
THE Huntington Investment Co. (Dover OH)
BC
Issued 04/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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