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 Young is a financial advisor with Citigroup Global Markets Inc. Lori has been in the industry since 1992 and has a strong track record of success in providing financial advice to individuals, families, and businesses. Lori holds a Series 7, Series 63, and SIE licenses, and is registered with the state of Missouri. Lori is committed to providing her clients with personalized financial guidance and helping 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.
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.
Asset allocation advice
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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2
MO
05/18/2022 - Present
Citigroup Global Markets Inc. (O'Fallon MO)
MO
09/02/2015 - 12/22/2021
MUTUAL OF AMERICA SECURITIES LLC (ST. LOUIS MO)
MO
09/02/2015 - 11/11/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ST. LOUIS MO)
NJ
12/23/2013 - 06/16/2014
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
NY
12/11/2004 - 12/20/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
08/31/2001 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CT
11/23/1999 - 08/27/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
MA
10/16/1998 - 02/16/1999
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
NA
07/29/1996 - 08/01/1997
INDEPENDENT FINANCIAL SECURITIES, INC.
CA
01/01/1994 - 12/31/1994
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CT
01/27/1992 - 12/07/1993
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
NY
04/22/1991 - 04/25/1992
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
MO
08/25/1988 - 12/08/1990
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NA
06/06/1986 - 08/15/1988
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BC
Issued 06/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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