Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Mansfield Christensen is a registered investment advisor representative with MML Investors Services, LLC, based in WATERFORD, CT. Lori has been in the financial services industry since May 2002. Prior to joining MML Investors Services, LLC, Lori was registered with MSI FINANCIAL SERVICES, INC. and NEW ENGLAND SECURITIES. Lori holds Series 6, Series 63, Series 65 and SIE licenses. Lori is also a director of the Lawrence and Memorial Hospital Benefactors Society. Lori's specialties include asset allocation programs, financial planning, pension consulting, and educational seminars. Lori specializes in working with individuals, businesses, and institutions.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
04/29/2024 - Present
MML Investors Services, LLC (WATERFORD CT)
CT
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WATERFORD CT)
CT
05/21/2002 - 01/02/2015
NEW ENGLAND SECURITIES (WATERFORD CT)
IA
Issued 04/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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