Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Kamuf is a financial advisor currently associated with Wells Fargo Clearing Services, LLC. Lori has been a registered financial advisor since November 2003 and has worked in the industry since September 2004. Prior to Wells Fargo Clearing Services, LLC, Lori has worked with Morgan Stanley and Wells Fargo Advisors, LLC. Lori specializes in providing investment advice and financial planning services to individuals, families, and businesses. Lori is also a registered representative of Wells Fargo Clearing Services, LLC and is licensed to sell securities in the state of California.
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.
Investment consulting services to institutional clients
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.
1
2
CA
11/03/2015 - Present
Wells Fargo Clearing Services, LLC (ROSEVILLE CA)
CA
06/18/2013 - 05/27/2015
MORGAN STANLEY (ROSEVILLE CA)
CA
12/13/2011 - 06/07/2013
WELLS FARGO ADVISORS, LLC (SACRAMENTO CA)
CA
03/28/2007 - 12/12/2011
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
CA
11/10/2003 - 11/02/2006
E*TRADE SECURITIES LLC (RANCHO CORDOVA CA)
IA
Issued 07/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/14/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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