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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorilee? Claim Your ProfileLorilee Wells is a financial advisor at LPL Financial LLC, a large financial services firm with offices in Bellevue, Washington. Lorilee has been in the financial industry since 2002 and holds a variety of licenses and certifications, including the Series 7, Series 31, Series 66 and the SIE. Lorilee has experience working with a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Lorilee specializes in providing financial planning, investment management, and retirement planning services to clients. Lorilee also provides consulting and other non-discretionary advisory services. Lorilee is registered to provide investment advice in 12 states and has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., Raymond James Financial Services, Inc. and World Group Securities, Inc.
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.
Consulting and other non-discretionary advisory services
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.
1
2
WA
01/16/2014 - Present
LPL Financial LLC (BELLEVUE WA)
WA
05/26/2009 - 01/09/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (EVERETT WA)
WA
08/11/2005 - 02/11/2009
WORLD GROUP SECURITIES, INC. (OAK HARBOR WA)
NY
06/09/2004 - 08/02/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/14/2002 - 06/10/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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