Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Zorn is a financial advisor with over 20 years of experience in the industry. Lori currently works with Wells Fargo Advisors Financial Network, LLC in Long Beach, CA. Lori is registered with FINRA and the states of California and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
10/18/2019 - Present
Wells Fargo Advisors Financial Network, LLC (LONG BEACH CA)
CA
04/12/2013 - 10/18/2019
WELLS FARGO CLEARING SERVICES, LLC (LONG BEACH CA)
CA
05/29/2007 - 04/30/2013
CITIGROUP GLOBAL MARKETS INC. (CYPRESS CA)
CA
09/17/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (HUNTINGTON BEACH CA)
CA
11/14/2000 - 09/12/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
03/21/2000 - 11/21/2000
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
01/29/1999 - 08/28/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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