Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Kay Bebee is a financial professional with over 30 years of experience in the industry. Lori is registered with LPL Enterprise, LLC, a firm that has a strong reputation for providing a comprehensive range of financial services. Lori is committed to helping her clients reach their financial goals. She is also passionate about educating her clients about financial planning, investment strategies and other important financial matters. Lori is dedicated to building strong relationships with her clients and helping them navigate the complexities of the financial world. Lori has a strong track record of success in helping her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
11/14/2024 - Present
LPL Enterprise, LLC (TROY MI)
MI
03/25/2017 - 02/01/2019
MML INVESTORS SERVICES, LLC (Bay City MI)
MI
10/19/1993 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAGINAW MI)
MI
10/19/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAGINAW MI)
IA
Issued 10/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lori Bebee is the right advisor for you? Invested Better is here to help.
