Unclaimed
Lori Aretz is a registered representative with Fidelity Brokerage Services LLC. Lori has been in the securities industry since May 14, 2000. Lori has passed the Series 7, Series 9, Series 10, Series 63, and SIE exams. Lori is located at 100 Howe Drive in Covington, Kentucky.
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
KY
05/15/2000 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 05/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Lori Aretz is the right advisor for you? Invested Better is here to help.