Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Oancea is an investment advisor representative associated with Cetera Investment Advisers LLC. Lori has over 16 years of experience in the financial services industry. Lori has held previous positions at Cetera Advisor Networks LLC, Voya Financial Advisors, Inc., MML Investors Services, LLC, Signator Investors, Inc. and NYLIFE Securities LLC. Lori holds licenses for Series 6, Series 7, Series 63 and Series 66. Lori's areas of specialization include retirement planning, estate planning, insurance planning, investment planning and tax planning. Lori's office is located in Troy, MI.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
06/20/2023 - Present
Cetera Investment Advisers LLC (TROY MI)
MI
06/09/2021 - 12/23/2021
CETERA ADVISOR NETWORKS LLC (TROY MI)
MI
07/29/2019 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TROY MI)
MI
08/31/2018 - 05/23/2019
MML INVESTORS SERVICES, LLC (SOUTHFIELD MI)
MI
10/15/2010 - 07/30/2018
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
MI
10/16/2006 - 10/27/2010
NYLIFE SECURITIES LLC (SOUTHFIELD MI)
BOTH
Issued 10/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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