Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorrie? Claim Your ProfileLorrie Minor is an investment advisor representative with Cardinal Mark LLC. Lorrie Minor has been in the industry since September of 2002. Lorrie Minor is registered with the state of Illinois. Lorrie Minor has a Series 65 and Series 66 license and is a Chartered Financial Analyst. Lorrie Minor previously worked at UBS Financial Services Inc. in Chicago, Illinois. Lorrie Minor provides financial planning 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.
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.
A percentage of the total value of assets under management is charged.
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IL
05/25/2007 - Present
Cardinal Mark LLC (CHICAGO IL)
IL
09/26/2002 - 04/12/2007
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
BOTH
Issued 10/08/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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