Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Brink is a financial advisor who is registered with LPL Financial LLC and has been in the financial industry since 2020. Lori holds Series 7, 63, and 66 licenses and is registered in 51 states. Lori has previously been registered with CUNA BROKERAGE SERVICES, INC., LION STREET FINANCIAL, LLC, and M HOLDINGS SECURITIES, INC. Lori specializes in providing financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
WI
09/14/2022 - Present
LPL Financial LLC (MADISON WI)
FL
03/08/2022 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Tampa FL)
FL
05/04/2020 - 02/28/2022
LION STREET FINANCIAL, LLC (TAMPA FL)
FL
01/18/2020 - 05/06/2020
M HOLDINGS SECURITIES, INC. (TAMPA FL)
BOTH
Issued 09/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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