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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Joyce-driscoll is a financial advisor with Ameriprise Financial Services, LLC. Lori has been in the financial services industry since 1990 and has experience working with a variety of clients, including individuals, high-net-worth individuals, businesses, trusts, estates, insurance companies, and pension and profit-sharing plans. Lori has a number of credentials, including Series 7, Series 9, Series 10, Series 14, Series 24, Series 27, Series 31, Series 63, Series 65, and Series 99TO. Lori is also a registered Investment Advisor Representative in North Carolina. Lori's firm, Ameriprise Financial Services, LLC, is a large financial services firm with offices in Minneapolis, Minnesota.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MN
01/13/2021 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
FL
04/24/1997 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (VERO BEACH FL)
MN
11/05/1993 - 05/09/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/05/1993 - 05/09/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
11/02/1989 - 03/18/1993
ANCHOR MANAGEMENT GROUP, INC. (MELBOURNE FL)
IA
Issued 03/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2006
Series 14 - Compliance Officer Examination
BC
Issued 03/11/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/1990
Series 24 - General Securities Principal Examination
BC
Issued 09/15/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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