Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Craven is a financial professional with experience in the securities industry. Lori is currently registered with Fidelity Brokerage Services LLC, a brokerage firm with a focus on providing investment services to individuals and institutions. Lori has passed several industry exams, including the Series 7, Series 6, and Series 63 exams, demonstrating her knowledge and expertise in the financial services field. Prior to joining Fidelity Brokerage Services LLC, Lori worked at NYLIFE Securities LLC, a well-established financial services company. Lori holds a variety of licenses and registrations, allowing her to provide a comprehensive range of financial services to clients in multiple states.
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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2
UT
10/04/2023 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
CA
07/21/2023 - 09/14/2023
NYLIFE SECURITIES LLC (IRVINE CA)
BC
Issued 01/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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