Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Shelton is a financial professional with over 20 years of experience in the industry. Lori is currently registered with P.j. Robb Variable, LLC in Harrisburg, PA, and has been registered with the firm since September 30, 2011. Previously, Lori was registered with H. Beck, Inc. in Rockville, MD from August 24, 2001, to November 13, 2009. Lori is licensed with the Series 6, 63 and SIE. Lori has worked for several firms over the years, gaining experience in a variety of financial markets. Lori is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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2
PA
09/30/2011 - Present
P.j. Robb Variable, LLC (HARRISBURG PA)
MD
08/24/2001 - 11/13/2009
H. BECK, INC. (ROCKVILLE MD)
NE
10/29/1998 - 12/31/1999
LSA SECURITIES, INC. (LINCOLN NE)
IL
08/18/1998 - 10/29/1998
LINCOLN BENEFIT FINANCIAL SERVICES, INC. (NORTHBROOK IL)
MA
03/21/1995 - 10/09/1996
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 08/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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