Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Henry is a financial professional with over 20 years of experience. Lori is a Registered Representative with State Farm Investment Management Corp. Lori is registered in Pennsylvania, New Jersey and Delaware. She is also a Chartered Financial Consultant. Lori's office is located in Lafayette Hill, Pennsylvania. Lori offers a variety of investment services to individuals and investment companies. In addition to her work as an investment advisor, Lori also owns and operates Lori Henry's Insurance Agency and is a property owner in Oxford, Mississippi.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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PA
02/15/2019 - Present
State Farm Investment Management Corp. (Lafayette Hill PA)
BC
Issued 11/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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