Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Ong is a Certified Financial Planner who works as an investment advisor representative at Whelan Financial. Lori has been in the financial services industry since 2010 and has worked at Whelan Financial since 2017. Lori also worked at Crown Capital Securities from 2010 to 2014. Lori is registered as an investment advisor in the state of California.
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.
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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CA
05/27/2021 - Present
Whelan Financial (FRESNO CA)
Active
Inactive
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