Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Daniel is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Lori has been in the financial services industry since April 5, 2015. Lori is registered with the state of Nevada, Texas and has licenses for securities offered in these states, in addition to other states where Lori is registered. Lori has experience in providing financial advice to individuals, businesses, and charitable organizations. Lori's primary office location is in Reno, NV, and Lori also works with clients in Fairfield, IA. Lori offers financial planning services, pension consulting, educational seminars, market timing services and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NV
05/24/2022 - Present
Cambridge Investment Research Advisors, Inc. (Reno NV)
NV
07/14/2015 - 04/26/2016
NYLIFE SECURITIES LLC (RENO NV)
AZ
11/29/2000 - 03/07/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 03/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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