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 Pirrone is a financial professional with over 20 years of experience in the industry. She is currently registered with Equitable Advisors, LLC and has been with the firm since April 2001. Lori has previously held positions with American Express Financial Advisors Inc. and IDS Life Insurance Company. Lori is licensed to provide financial services in California, Florida, New Jersey, New York, Pennsylvania, South Carolina, and Virginia. Lori specializes in a wide range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Lori also holds licenses for securities and investment products.
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.
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2
NY
06/01/2017 - Present
Equitable Advisors, LLC (MELVILLE NY)
MN
09/26/2000 - 04/20/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/26/2000 - 04/20/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
11/30/1999 - 04/18/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 05/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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