Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Grimme is a financial advisor with Stonex Securities Inc. Lori has been in the financial services industry since June 13, 1988. Lori is a licensed financial advisor and has several certifications, including a Series 7 and Series 24 license. Lori is registered to sell securities in 21 states. Lori has worked for several firms, including WRP INVESTMENTS, INC. and COMMONWEALTH FINANCIAL NETWORK.
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
OH
09/12/2014 - Present
Stonex Securities Inc. (CINCINNATI OH)
OH
09/09/2002 - 09/12/2014
WRP INVESTMENTS, INC. (CINCINNATI OH)
MA
06/29/2000 - 09/10/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
OH
03/31/1989 - 11/04/1999
PRIME SECURITIES CORPORATION (CINCINNATI OH)
OH
10/21/1987 - 03/30/1989
COUNTRYWIDE INVESTMENTS, INC. (CINCINNATI OH)
BC
Issued 04/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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