Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Kite is a financial advisor with Wells Fargo Clearing Services, LLC. Lori has been in the financial industry since 1994. Lori has licenses in Illinois and Texas and holds a Series 63, Series 66, Series 7, Series 9, and Series 10. Lori is also a Registered Investment Advisor (IA) in Illinois and Texas. Lori has experience working with high-net-worth individuals, corporations, and other 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.
1
2
IL
07/14/2021 - Present
Wells Fargo Clearing Services, LLC (CHAMPAIGN IL)
IL
09/02/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DANVILLE IL)
KY
02/09/1995 - 09/11/1997
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
07/18/1994 - 03/15/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BOTH
Issued 02/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/23/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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