Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Marie Deluna is a Registered Representative with Concorde Asset Management, LLC. Lori has been in the financial services industry since July 12, 2012. Lori has experience with a variety of firms, including Concorde Investment Services, LLC and Fifth Third Securities, Inc. Lori is currently registered with both the state of Michigan and Indiana. Lori specializes in providing financial advice and investment management to individuals, corporations, and pension and profit-sharing plans. Lori is also a Chief Compliance Officer of a Managing Broker Dealer for American Alternative Capital, LLC.
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.
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.
Promoter fees from other advisors
1
2
MI
05/09/2024 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
MI
05/19/2015 - 12/31/2023
CONCORDE INVESTMENT SERVICES, LLC (ANN ARBOR MI)
IL
01/25/2007 - 08/03/2009
FIFTH THIRD SECURITIES, INC. (MOKENA IL)
IN
06/05/2006 - 09/30/2006
AIG FINANCIAL ADVISORS, INC. (CROWN POINT IN)
BOTH
Issued 10/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2015
Series 24 - General Securities Principal Examination
BC
Issued 07/17/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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