Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Ellingson is a financial advisor who has been in the industry since 1995. Lori is currently registered with Cetera Investment Advisers LLC, a firm that offers a wide range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management. Lori's previous experience includes working with Lion Street Financial, LLC, Voya Financial Advisors, Inc., World Group Securities, Inc., and WMA Securities, Inc. Lori holds the following licenses: Series 6, Series 63, Series 65, and Series 26.
NEWPORT, OR
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
06/29/2023 - Present
Cetera Investment Advisers LLC (NEWPORT OR)
OR
01/09/2019 - 08/24/2021
LION STREET FINANCIAL, LLC (LAKE OSWEGO OR)
OR
11/09/2009 - 12/31/2018
VOYA FINANCIAL ADVISORS, INC. (LAKE OSWEGO OR)
CA
04/12/2002 - 11/12/2009
WORLD GROUP SECURITIES, INC. (SAN JOSE CA)
GA
10/25/1995 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 4/7/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/7/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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