Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Gunder Ameo has been a financial advisor for over 20 years, with experience in both the brokerage and investment advisory fields. Lori is currently a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., where Lori has been employed since 2009. Lori has also worked for BANC OF AMERICA INVESTMENT SERVICES, INC., REDWINE & COMPANY, INC., CITIGROUP GLOBAL MARKETS INC., and LEGG MASON WOOD WALKER, INCORPORATED. Lori holds Series 7, Series 9, Series 10 and Series 66 licenses. Lori specializes in providing financial advice to individuals, high-net-worth individuals, businesses, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
SC
07/20/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (COLUMBIA SC)
TX
12/08/2008 - 07/15/2009
REDWINE & COMPANY, INC. (AUSTIN TX)
NC
02/21/2006 - 12/08/2008
CITIGROUP GLOBAL MARKETS INC. (CORNELIUS NC)
MD
05/04/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 11/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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