Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Galbraith is a financial advisor registered with LPL Financial LLC. Lori has been in the industry since 2015 and is licensed in Illinois, Colorado, Indiana, Michigan, and Minnesota. Lori has experience with various financial institutions, including Waddell & Reed, Fifth Third Securities, Inc., and Infinex Investments, Inc. Lori offers a range of services, including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
07/21/2021 - Present
LPL Financial LLC (OSWEGO IL)
IL
01/29/2021 - 07/21/2021
WADDELL & REED (OAK BROOK IL)
IL
05/29/2019 - 02/02/2021
FIFTH THIRD SECURITIES, INC. (MOKENA IL)
IL
02/03/2017 - 06/17/2019
LPL FINANCIAL LLC (LOCKPORT IL)
IL
03/01/2016 - 02/07/2017
INFINEX INVESTMENTS, INC. (Villa Park IL)
IL
10/14/2015 - 02/29/2016
WADDELL & REED (OAK BROOK IL)
BOTH
Issued 09/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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