Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori J Bourdon is a financial professional with over 30 years of experience in the industry. Lori J Bourdon has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since April of 2007. Prior to that, Lori J Bourdon worked at Morgan Stanley & Co., Incorporated and Morgan Stanley DW Inc.. Lori J Bourdon has a strong track record of success in helping clients achieve their financial goals. Lori J Bourdon is committed to providing personalized service and working closely with clients to understand their needs and develop customized solutions.
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
IL
11/30/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IL
04/02/2007 - 04/09/2007
MORGAN STANLEY & CO., INCORPORATED (CHICAGO IL)
IL
01/03/2002 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
NY
08/14/1987 - 01/08/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NA
09/24/1986 - 08/22/1987
FIRST OF MICHIGAN CORPORATION
IA
Issued 11/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
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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