Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Fonseca is a financial advisor with Truist Investment Services, Inc. Lori has been in the financial services industry since 2015. Lori is registered to provide securities and investment advisory services in 49 states. Lori is a Series 6 and Series 63 licensed representative.
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
NC
02/17/2021 - Present
Truist Investment Services, Inc. (GOLDSBORO NC)
NC
05/08/2018 - 02/17/2021
BB&T SECURITIES, LLC (GOLDSBORO NC)
NC
10/27/2015 - 05/31/2017
FIRST CITIZENS INVESTOR SERVICES, INC. (Smithfield NC)
BC
Issued 11/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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