Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Barone is a financial advisor at Osaic Wealth, Inc. Lori has been in the financial services industry since 1998. Lori has a wide range of experience in the industry, including investment advice, financial planning, and life and health insurance sales. Lori is also a Certified Financial Planner (CFP).
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.
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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IL
06/18/2024 - Present
Osaic Wealth, Inc. (BURR RIDGE IL)
IL
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BURR RIDGE IL)
IL
01/06/2010 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (BURR RIDGE IL)
IL
10/31/2008 - 01/07/2010
SAGEPOINT FINANCIAL, INC. (OAK LAWN IL)
IL
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (OAK LAWN IL)
TX
01/07/1998 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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