Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Jean Krikorian is a financial advisor with over 28 years of experience in the industry. Lori is currently registered with Morgan Stanley. Prior to joining Morgan Stanley, Lori held positions at Intelligent Edge Securities, LLC, Citigroup Global Markets Inc., Goldman, Sachs & Co., Citicorp Securities, Inc., and Salomon Brothers Inc. Lori has a broad range of experience in the financial services industry, having worked with a variety of clients, including high-net-worth individuals, institutions, and corporations. Lori holds several securities licenses, including Series 3, 7, 8, 9, 10, 63 and 66.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
10/07/2009 - Present
Morgan Stanley (Red Bank NJ)
NY
06/15/2009 - 08/27/2009
INTELLIGENT EDGE SECURITIES, LLC (NEW YORK NY)
NY
08/31/2004 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/06/1997 - 08/18/2004
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
01/30/1995 - 09/04/1997
CITICORP SECURITIES, INC. (NEW YORK NY)
NY
08/31/1994 - 01/13/1995
SALOMON BROTHERS INC. (NEW YORK NY)
BOTH
Issued 09/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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