Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Richardson is a financial advisor who is registered in Kansas and Missouri. Lori has been in the financial services industry since 2007 and has experience with Mutual Of America Life Insurance Company, VALIC Financial Advisors, Inc., and Lincoln Financial Advisors Corporation. Lori currently works with Mutual Of America Securities LLC. Lori has passed several professional exams including the Series 6, Series 63, Series 99TO, and the SIE.
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.
1
2
KS
03/19/2020 - Present
Mutual OF America Securities LLC (Overland Park KS)
KS
03/19/2020 - 11/11/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Overland Park KS)
TX
01/03/2014 - 10/24/2019
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
KS
03/22/2007 - 01/07/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (SHAWNEE KS)
IA
Issued 01/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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