Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Zimmermann is a financial advisor who has been in the industry for over 20 years. Lori holds Series 6, Series 63, and SIE licenses. She has been registered with State Farm VP Management Corp. since 2014. Lori has experience working in both Illinois and Wisconsin.
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.
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.
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WI
03/03/2014 - Present
State Farm VP Management Corp. (EAU CLAIRE WI)
IL
06/22/1998 - 03/08/2012
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 06/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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