Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Steffel is a registered representative with Evercore Group LLC. Lori has been in the securities industry since 2021. Lori holds the Series 63, 7TO, 79TO and SIE licenses and is registered in 37 states. Lori's previous experience includes a role at Truist Securities, Inc. in Atlanta, GA.
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.
1
2
CA
06/21/2022 - Present
Evercore Group LLC (MENLO PARK CA)
GA
08/14/2021 - 05/13/2022
TRUIST SECURITIES, INC. (ATLANTA GA)
BC
Issued 08/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
Not sure Lori Steffel is the right advisor for you? Invested Better is here to help.
