Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Hall is a registered investment advisor with MGI Funds Distributors, LLC, a firm with a presence in Columbus, Ohio. Lori has been in the financial services industry since 1999. Lori's expertise spans a variety of products and investment strategies. Lori has passed the Series 6, Series 63, Series 65, and Series 26 examinations, demonstrating a broad understanding of the financial services industry.
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
OH
12/19/2022 - Present
MGI Funds Distributors, LLC (Columbus OH)
OH
12/11/2000 - 07/12/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
06/22/1999 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BC
Issued 03/09/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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