Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Patterson is an investment advisor representative at Centerpoint Advisors, LLC, a registered investment advisor based in Needham, MA. Lori has been in the industry since 2000 and has experience working with individuals, high-net-worth individuals, and charitable organizations. Lori specializes in financial planning, portfolio management, and other investment 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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/22/2012 - Present
Centerpoint Advisors, LLC (NEEDHAM MA)
MA
10/21/2016 - 04/27/2021
WOOD (ARTHUR W.) COMPANY, INC. (Needham MA)
MA
12/07/2012 - 05/28/2015
DETWILER FENTON WEALTH MANAGEMENT INC (NEEDHAM MA)
MA
06/18/2012 - 12/07/2012
NATIONAL SECURITIES CORPORATION (NEEDHAM MA)
NY
05/30/2012 - 05/30/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
11/23/2010 - 02/10/2011
LPL FINANCIAL LLC (BOSTON MA)
MA
06/09/2008 - 03/26/2010
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
MA
01/25/2008 - 05/07/2008
MORGAN STANLEY & CO. INCORPORATED (WELLESLEY MA)
NY
12/16/2006 - 01/29/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/26/2003 - 11/29/2006
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
MA
05/08/2002 - 09/18/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
KY
11/09/2000 - 05/07/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BOTH
Issued 12/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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