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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Ann Peterson Timothy is an investment advisor representative with International Assets Investment Management, LLC. Lori has over 20 years of experience in the financial services industry. Lori has been registered with the Securities and Exchange Commission (SEC) since 2002. Lori is registered with the state of Utah as an investment advisor representative and as a broker-dealer. Lori is also licensed to sell securities in several other states. Lori has a bachelor's degree in finance. She has also completed the Securities Industry Essentials Examination (SIE), the General Securities Representative Examination (Series 7) and the Uniform Combined State Law Examination (Series 66). Lori specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and families. Lori is also a member of the National Association of Personal Financial Advisors (NAPFA). Lori is committed to providing her clients with personalized financial advice and strategies that meet their individual needs. Lori is dedicated to helping her clients achieve their financial goals.
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.
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2
FL
03/31/2022 - Present
International Assets Investment Management, LLC (ORLANDO FL)
UT
05/13/2008 - 03/04/2022
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
04/22/2002 - 03/31/2008
UBS FINANCIAL SERVICES INC. (SALT LAKE CITY UT)
BOTH
Issued 11/5/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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