Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rory? Claim Your ProfileRory Lough is a financial advisor located in Cleveland, OH. Rory has been in the financial services industry since 1992 and is currently registered with Osaic Wealth, Inc. Rory is licensed in 16 states, including Arizona, California, Colorado, Florida, Georgia, Indiana, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, West Virginia and Wisconsin. Rory specializes in providing financial planning, pension consulting, educational seminars, 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.
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.
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
08/23/2024 - Present
Osaic Wealth, Inc. (Cleveland OH)
OH
03/31/2022 - 08/23/2024
TRIAD ADVISORS LLC (Cleveland OH)
OH
05/18/2015 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (CLEVELAND OH)
OH
07/27/1999 - 05/18/2015
VALMARK SECURITIES, INC. (MENTOR OH)
CA
11/18/1993 - 07/27/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
09/18/1992 - 12/09/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 05/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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