Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Simoncelli is a financial advisor registered with LPL Financial LLC. Lori has been in the financial services industry since November 1999. Lori is licensed in 32 states and the District of Columbia. Lori has experience in portfolio management for individuals and businesses, financial planning, and pension consulting. Lori specializes in providing financial advice to a variety of clients, including individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
04/27/2017 - Present
LPL Financial LLC (FARMINGTON CT)
CT
03/29/2004 - 04/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW HAVEN CT)
MA
11/18/1999 - 03/18/2004
T.O. RICHARDSON SECURITIES, INC. (BOSTON MA)
BOTH
Issued 07/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/17/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lori Simoncelli is the right advisor for you? Invested Better is here to help.
