Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Preston is a financial advisor with Cetera Advisor Networks LLC. Lori has been in the financial services industry since 2015. Lori holds the Series 6, Series 63, and SIE licenses and is registered in New York. Previously Lori was with Cetera Advisors LLC and Mercer Allied Company, L.P.
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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NY
09/26/2018 - Present
Cetera Advisor Networks LLC (LOUDONVILLE NY)
NY
03/29/2023 - 06/28/2023
CETERA ADVISORS LLC (Clifton Park NY)
NY
08/17/2015 - 10/13/2016
MERCER ALLIED COMPANY, L.P. (LATHAM NY)
BC
Issued 09/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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