Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Milner Pointer is a registered representative at United Brokerage Services, Inc. Lori has been in the financial services industry since July 2014. Lori holds a Series 7, Series 6, Series 63, and Series 66 licenses. Lori is licensed to offer securities advice and services in various states. Lori has experience working with clients of all types, including individuals, businesses, and high-net-worth individuals. Lori's specialties include portfolio management for individuals and businesses and selection of other advisors.
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.
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.
1
2
WV
04/02/2021 - Present
United Brokerage Services, Inc. (PARKERSBURG WV)
WV
01/08/2020 - 03/24/2021
HAZLETT, BURT & WATSON, INC. (VIENNA WV)
OH
10/08/2019 - 01/06/2020
VALMARK SECURITIES, INC. (MARIETTA OH)
OH
11/24/2014 - 09/30/2019
WESBANCO SECURITIES, INC. (ST CLAIRSVILLE OH)
WV
02/04/2013 - 06/25/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (VIENNA WV)
BOTH
Issued 05/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 07/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 04/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lori Pointer is the right advisor for you? Invested Better is here to help.
