Unclaimed
Lori Kastrup is a financial advisor with Ameritas Investment Company, LLC. Lori has been in the financial services industry since 1991 and has experience working with a variety of clients. Lori holds both Series 7 and Series 63 licenses. Lori is registered with FINRA and 42 states. Lori previously worked at WELLS FARGO CLEARING SERVICES, LLC, AMERITAS INVESTMENT CORP., and KIRKPATRICK, PETTIS, SMITH, POLIAN INC.
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
NE
01/12/2022 - Present
Ameritas Investment Company, LLC (LAVISTA NE)
NE
04/10/2015 - 12/06/2021
WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)
NE
07/11/1997 - 12/15/2014
AMERITAS INVESTMENT CORP. (OMAHA NE)
NE
07/08/1991 - 07/18/1997
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
BC
Issued 04/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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