Loralee E. Mcelroy
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Loralee Ethel Mcelroy, who also goes by Loralee E Bulkeley, Lori Ethel Mcelroy, Loralee E Perry, Loralee Perry, Lori Perry, was a registered financial professional .
Loralee is a previously registered financial professional and started their career in finance in 1990. Loralee had worked at 4 firms and has passed the Series 63, SIE, Series 6, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 8, 2014 - June 22, 2017
RFS PARTNERS
September 10, 2001 - January 30, 2003
SAGE DISTRIBUTORS, INC.
September 3, 1997 - June 25, 2001
JANUS HENDERSON DISTRIBUTORS US LLC
September 11, 1990 - August 18, 1997
TRANSAMERICA FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
RFS PARTNERS
CRD#: 18119 / SEC#: , 8-36128
Contact information
FINRA licenses (52 States and Territories)
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
