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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Silverstein is an Investment Advisor Representative at Edelman Financial Engines. Lori has been in the financial services industry since 1994. Lori's previous experience includes working at KEY INVESTMENT SERVICES LLC, MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, UBS FINANCIAL SERVICES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, EVEREN SECURITIES, INC., and DEAN WITTER REYNOLDS INC. Lori holds the following licenses: Series 63, Series 65, and Series 7.
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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
OH
06/08/2017 - Present
Edelman Financial Engines (BEACHWOOD OH)
OH
07/01/2011 - 03/07/2017
KEY INVESTMENT SERVICES LLC (LAKEWOOD OH)
OH
06/01/2009 - 06/29/2011
MORGAN STANLEY SMITH BARNEY (BEACHWOOD OH)
OH
05/23/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEACHWOOD OH)
OH
11/16/2001 - 06/09/2008
UBS FINANCIAL SERVICES INC. (BEACHWOOD OH)
NY
06/05/1997 - 11/20/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
06/13/1995 - 06/05/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
10/24/1994 - 06/29/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 8/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/7/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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