Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Polonsky is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Lori has been working in the financial industry since 1997. Lori has a strong background in providing investment consulting services to institutional clients as well as financial planning, pension consulting, and selection of other advisors to individuals and businesses.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
05/17/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ALEXANDRIA VA)
VA
10/22/2008 - 05/17/2024
WELLS FARGO CLEARING SERVICES, LLC (ALEXANDRIA VA)
MD
06/08/2006 - 03/06/2008
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
HI
03/15/2005 - 03/04/2006
CITIGROUP GLOBAL MARKETS INC. (HONOLULU HI)
MO
07/25/2000 - 12/01/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
06/02/2000 - 07/20/2000
FIRST CLEARING CORPORATION (ST. LOUIS MO)
MO
10/01/1999 - 06/02/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/01/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MO
09/16/1996 - 04/28/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
DC
05/31/1996 - 07/30/1996
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED (WASHINGTON DC)
CA
01/18/1996 - 04/25/1996
STOCKCROSS, INC. (BEVERLY HILLS CA)
BOTH
Issued 07/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/25/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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