Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Jo Fischer is a financial advisor with LPL Financial LLC. Lori has been in the financial industry since 2004. She is registered with the state of New York and has passed the Series 6, 7TO, 63, and 66 exams. In addition to her work with LPL, Lori is also associated with Northwest Bank. Lori has experience providing financial services to individuals, high net worth individuals, corporations, insurance companies, pension and profit sharing plans, charitable organizations, and other investment advisors.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
09/19/2023 - Present
LPL Financial LLC (LAKEWOOD NY)
NY
03/02/1999 - 11/20/2013
M&T SECURITIES, INC. (BEMUS POINT NY)
BOTH
Issued 09/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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