Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Siro is a financial advisor registered with Kestra Advisory Services, LLC. Lori has over 17 years of experience in the financial services industry. Lori holds Series 7, 7TO, SIE, and 63 licenses and has experience working for various financial institutions including Lincoln Investment, Legend Equities Corporation, and Lantern Investments, Inc. Lori is also the President and 100% shareholder of LJ Siro CPA Services PC. Lori is dedicated to providing comprehensive financial planning and portfolio management services to individuals, families, and businesses.
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.
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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NY
12/20/2021 - Present
Kestra Advisory Services, LLC (Port Jefferson NY)
NY
01/03/2017 - 12/21/2021
LINCOLN INVESTMENT (East Northport NY)
NY
07/21/2015 - 01/03/2017
LEGEND EQUITIES CORPORATION (East Northport NY)
NY
03/25/2005 - 12/26/2014
LANTERN INVESTMENTS, INC. (MELVILLE NY)
BC
Issued 12/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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