Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Michele Landis is a financial advisor who has been in the industry since November 20, 2004. Lori is currently registered with State Farm VP Management Corp. Lori has a Series 6, Series 7, and Series 63 license. Lori has experience with Wachovia Securities, LLC and Allstate Financial Services, LLC. Lori specializes in helping clients with their financial needs.
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.
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.
1
2
PA
09/14/2009 - Present
State Farm VP Management Corp. (MYERSTOWN PA)
PA
06/02/2008 - 06/17/2009
ALLSTATE FINANCIAL SERVICES, LLC (HAMBURG PA)
PA
11/17/2004 - 05/17/2007
WACHOVIA SECURITIES, LLC (MYERSTOWN PA)
MN
04/01/2003 - 07/08/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 05/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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