Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorie? Claim Your ProfileLorie Gebbie is a financial advisor with Wells Fargo Clearing Services, LLC, registered with the state of Texas and many other states. Lorie is active in the brokerage and investment advisory business with over 30 years of experience. Lorie is also a licensed securities principal and holds licenses in Texas, Oklahoma and Florida. Lorie has worked at Wells Fargo Clearing Services, LLC since 2016. Prior to joining Wells Fargo Clearing Services, LLC Lorie worked for J.P. MORGAN SECURITIES INC. and BANC ONE SECURITIES CORPORATION. Lorie specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
11/24/2006 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
TX
07/01/2006 - 11/28/2006
J.P. MORGAN SECURITIES INC. (FORT WORTH TX)
TX
04/10/1992 - 07/01/2006
BANC ONE SECURITIES CORPORATION (FORT WORTH TX)
BC
Issued 09/21/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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