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 Fugate is a financial advisor at Raymond James & Associates, Inc., based in ST LOUIS, MO. Lori has been in the financial services industry since 1997 and has a wealth of experience helping clients with their financial planning needs. Lori specializes in helping individuals, families, and businesses develop and implement financial strategies that meet their specific goals. Lori's commitment to providing personalized service and expert advice has earned her a strong reputation among her clients.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MO
08/29/2014 - Present
Raymond James & Associates, Inc. (ST LOUIS MO)
MO
01/01/2008 - 09/03/2014
WELLS FARGO ADVISORS, LLC (FRONTENAC MO)
MO
12/18/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IN
04/17/2003 - 12/04/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/17/2003 - 12/04/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MO
11/19/1997 - 03/20/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 02/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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