Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Bumgart is a financial advisor with over 30 years of experience in the financial services industry. Lori is currently registered with Mercer Global Advisors Inc. and has previously been registered with Raymond James Financial Services, Inc. Lori holds Series 7, 24, 63, and SIE licenses and is a Certified Financial Planner. Lori specializes in financial planning, portfolio management, and trust services. Lori is dedicated to providing personalized financial guidance and helping clients achieve their financial goals. Lori's experience and expertise make her a valuable resource for individuals and families seeking financial advice.
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.
Trust services, estate planning, tax return preparation, consultation
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
CO
08/25/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
MI
08/14/1995 - 10/16/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTAGE MI)
BC
Issued 08/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2024
Series 24 - General Securities Principal Examination
BC
Issued 06/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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