Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Pottinger is a financial advisor with Money Concepts Capital Corp., located in Louisville, KY. Lori has been in the financial services industry since 2001 and is registered with the state of Kentucky as a Registered Representative. Lori holds the Series 66, Series 7, and SIE licenses. Lori specializes in providing financial planning, portfolio management for individuals and businesses. Lori is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
KY
02/23/2023 - Present
Money Concepts Capital Corp. (Louisville KY)
BOTH
Issued 02/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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