Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorie? Claim Your ProfileLorie A Bowers has been working in the financial industry since 2002. Currently, Lorie is registered with State Farm Investment Management Corp. as an Investment Advisor Representative in Indiana and Michigan. Lorie has a Series 6, Series 63 and a SIE license. Lorie is a Chartered Financial Consultant. In the past, Lorie has worked for BANC ONE SECURITIES CORPORATION. Lorie's past and present clients include 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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MI
11/08/2021 - Present
State Farm Investment Management Corp. (Edwardsburg MI)
IL
12/18/2000 - 01/05/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 01/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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