Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Vajdich is a financial professional with over 13 years of experience in the industry. Lori is registered with State Farm Investment Management Corp. in Ohio. Lori has a Series 6 and SIE license and is also a Chartered Financial Consultant. Lori is a board member of the Little Mountain Homeowners Association and is the owner and agent of Lori Vajdich's Insurance Agency. Lori specializes in investment advisory services and portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/17/2021 - Present
State Farm Investment Management Corp. (Concord Township OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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