Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori McNamara is a financial advisor with J.P. Morgan Securities LLC, registered in 53 states. Lori has been a financial advisor for over 30 years and is a Series 7, 9, 10, 24, 63 and 65 licensed advisor. Lori specializes in working with high net worth individuals, corporations, insurance companies, charitable organizations and pension and profit sharing 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/10/2018 - Present
J.p. Morgan Securities LLC (White Plains NY)
NY
10/20/2015 - 04/27/2018
WELLS FARGO CLEARING SERVICES, LLC (WHITE PLAINS NY)
NY
02/15/2013 - 10/08/2015
MERCER ALLIED COMPANY, L.P. (NEW YORK NY)
NY
12/13/2006 - 02/05/2013
HSBC SECURITIES (USA) INC. (NEW YORK NY)
ME
10/02/2001 - 12/08/2006
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
CA
12/10/1999 - 08/08/2001
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MA
11/04/1996 - 09/02/1999
FIS SECURITIES, INC. (BOSTON MA)
NY
10/24/1995 - 11/19/1996
MONY SECURITIES CORP. (NEW YORK NY)
NY
06/27/1994 - 10/02/1995
MARINE MIDLAND SECURITIES, INC. (NEW YORK NY)
PA
01/25/1991 - 06/28/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
10/21/1988 - 01/25/1991
J. W. GANT & ASSOCIATES, INC.
IA
Issued 06/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/17/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/19/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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