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 Murphy is a financial advisor with MML Investors Services, LLC. Lori has been working in the financial services industry since 1999. Lori has a Series 7, Series 63, and Series 65 license. Lori specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Lori has a long history of working with clients in a variety of industries, including insurance companies, charitable organizations, and corporations.
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 programs
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.
Solicitors fees
1
2
WA
03/14/2012 - Present
MML Investors Services, LLC (MERCER ISLAND WA)
CO
10/22/2004 - 11/07/2005
ALPS DISTRIBUTORS, INC. (DENVER CO)
TX
02/03/1999 - 10/27/2004
NFP SECURITIES, INC. (AUSTIN TX)
NJ
02/26/1996 - 03/10/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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