Lori Wilson (CRD# 3126686) is an Investment Advisor Representative working at Morgan Stanley in Grosse Pointe Farms, MI and has over 25 years of experience in the finance industry.
CRD# 4596598
Morgan Stanley
CRD# 6800438
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 702704
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Grosse Pointe Farms, MI | Oct 2022 - Current | 1 |
| Snider Financial | Flint, MI | Mar 2020 - Sep 2022 | 2 |
| Freedman & Goldberg, Cpa's | Grand Blanc, MI | Sep 2014 - Feb 2020 | 5 |
| Hd Vest Investment Services | Grand Blanc, MI | Oct 2014 - Dec 2014 | < 1 |
| Unemployed | Grand Blanc, MI | Jan 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- MI
- TX
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Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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