Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Robertson is a financial professional registered in North Carolina, South Carolina, and Virginia. Lori is associated with State Farm VP Management Corp. and has been in the industry since 2011. Prior to joining State Farm VP Management Corp., Lori was registered with Lincoln Financial Distributors, Inc. Lori is a Series 6 and Series 63 licensed professional.
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.
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.
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NC
11/22/2013 - Present
State Farm VP Management Corp. (High Point NC)
NC
10/25/2011 - 10/31/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (GREENSBORO NC)
BC
Issued 10/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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