Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Zupin Fox is a registered investment advisor with Thrivent Investment Management Inc. Lori has been in the financial services industry since 2008. Lori holds the Series 66, Series 7, and SIE licenses. Lori specializes in financial planning and portfolio management for individuals. Lori has worked with Thrivent Investment Management Inc. in multiple roles since 2008 and is currently registered with them in Ohio, Kentucky, Michigan, Minnesota, and Indiana.
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.
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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2
OH
09/14/2021 - Present
Thrivent Investment Management Inc. (Cincinnati OH)
OH
04/03/2008 - 05/04/2020
THRIVENT INVESTMENT MANAGEMENT INC. (LOVELAND OH)
BOTH
Issued 04/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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