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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Saliers is a financial advisor with Wells Fargo Clearing Services, LLC, located in Grand Rapids, Michigan. Lori has been in the financial services industry since 1989, and holds a Series 7, Series 63 and Series 65 licenses. Lori has experience working with individual clients as well as institutional clients. Lori provides financial planning, investment consulting, and portfolio management services to her clients. Lori's previous employers include First Union Capital Markets Corp., Everen Securities, Inc., Prescott, Ball & Turben, Inc., and Rodman & Renshaw Inc.
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
MI
09/16/2022 - Present
Wells Fargo Clearing Services, LLC (GRAND RAPIDS MI)
MI
10/01/1999 - 01/10/2022
WELLS FARGO CLEARING SERVICES, LLC (GRAND RAPIDS MI)
NC
11/17/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MO
09/04/1990 - 11/28/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
11/21/1988 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
07/25/1988 - 11/18/1988
RODMAN & RENSHAW INC.
IA
Issued 02/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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