Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Klinikowski is a financial advisor at J.P. Morgan Securities LLC. Lori has been in the industry since 2010 and is registered with FINRA. Lori has a Series 7, Series 99TO, and SIE license. Lori has worked at J.P. Morgan Securities LLC in the past and also worked for J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. and JPMORGAN DISTRIBUTION SERVICES, INC. Lori has a strong track record of success and is dedicated to 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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
06/27/2018 - Present
J.p. Morgan Securities LLC (Plano TX)
DE
04/07/2017 - 06/07/2018
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEWARK DE)
DE
10/22/2010 - 04/13/2017
J.P. MORGAN SECURITIES LLC (NEWARK DE)
OH
04/04/2017 - 04/07/2017
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
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