Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Leigh Jelenik is a financial professional registered with Northwestern Mutual Investment Services, LLC and has been in the industry since June 11, 2017. Lori holds Series 6, Series 63 and SIE licenses. Lori is registered in Connecticut. Lori has previously worked at Northwestern Mutual Investment Services, LLC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CT
08/11/2022 - Present
Northwestern Mutual Investment Services, LLC (Stamford CT)
CT
07/25/2016 - 09/22/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Stamford CT)
BC
Issued 08/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lori Jelenik is the right advisor for you? Invested Better is here to help.
