Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Choi is a financial advisor who is registered with the state of New York and Texas. Lori has been working in the financial industry since February 2012 and is currently an Investment Advisor Representative at Veris Wealth Partners, LLC. Lori is also a Chartered Financial Analyst. Lori is a co-founder and member of the WISE Community, LLC, a women's sustainable investing professional community. Lori specializes in providing financial planning, investment consulting, portfolio management for individuals and businesses, and pension consulting.
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
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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NY
07/30/2021 - Present
Veris Wealth Partners, LLC (New York NY)
Active
Inactive
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