Lori Seyler, financial advisor Port Republic NJ
93 score

Lori Seyler

CRD Number: 5421427
Current Firm: Cetera Investment Advisers LLC

Lori Seyler (CRD# 5421427) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Port Republic, NJ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Financial Specialists LLC Schumburg, IL Sep 2007 - Current 9
Lori A Seyler, Accountant, Ea Port Republic, NJ Jan 1990 - Current 26
Capaldi Reynolds & Pelosi Northfield, NJ Dec 2005 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2011
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Lori A. Seyler
Phone Number: 888-528-2987
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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