Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Lynn Chittenden is a financial advisor with Buckley Wealth Management, LLC based in Las Vegas, NV. Lori has been in the financial services industry for over 20 years and has a deep understanding of investment strategies and financial planning. Lori holds the Series 63, 65, 66, and 7 licenses, as well as the SIE exam. Lori is a Certified Financial Planner and has worked at firms including Morgan Stanley, Morgan Stanley Smith Barney, Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lori's experience and expertise make her a valuable resource for individuals and families seeking financial guidance.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NV
02/28/2017 - Present
Buckley Wealth Management, LLC (LAS VEGAS NV)
NV
01/02/2014 - 02/23/2017
MORGAN STANLEY (LAS VEGAS NV)
NV
08/03/2011 - 07/26/2012
MORGAN STANLEY SMITH BARNEY (LAS VEGAS NV)
SD
06/04/2009 - 04/30/2010
WELLS FARGO ADVISORS, LLC (RAPID CITY SD)
MO
01/05/2004 - 08/09/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/30/1999 - 08/14/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
10/16/1998 - 07/09/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/14/1997 - 08/03/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/18/1995 - 12/02/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
SC
03/10/1995 - 09/29/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
FL
06/07/1994 - 12/31/1994
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BOTH
Issued 02/17/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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