Lori Ann Calloway
Financial Consultant II - Principal Financial Group
- Role
- Financial Consultant Ii at Principal Financial Group
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Lori Ann Calloway
Lori CallowayInvestment and Insurance products are: • Not insured by the FDIC or Any Federal Government Agency• Not a Deposit or Other Obligation of, or Guaranteed by, Principal Bank or Any Banking Affiliate• Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York) and Principal Life Insurance Company®. Plan Administrative Services offered by Principal Life. Securities offered through Principal Securities, Inc, member SIPC. Banking products and services are provided by Principal Bank®, Member FDIC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Lori Calloway Principal Securities Registered Representative, Principal Advised Services Investment Adviser Representative. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites. Lori Calloway may not be licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or services in any state which the registered representative is not properly licensed.
Experience
Financial Consultant Ii
Mar 2023 — Present
Investment advisory products offered through Principal Advised Services, LLC. Insurance products and plan administrative services provided through Principal Life Insurance Company®. Securities offered through Principal Securities, Inc, member SIPC and/or independent broker-dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.Lori Calloway is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. Investment and Insurance products are: Not insured by the FDIC or Any Federal Government AgencyNot a Deposit or Other Obligation of, or Guaranteed by, Principal Bank or Any Banking AffiliateSubject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Education
Ball State University
Bachelor’s Degree
Skills
- Financial Services
- Asset Management
- Asset Allocation
- Mutual Funds
- Series 6
- Retirement Planning
- Uniform Combined State Law
- Variable Annuities
- Series 63
- Wealth Management
- 401k
- Securities
- Alternative Investments
- Separately Managed Accounts
- 401(K) Retirement Savings Plans
- Series 65
- Series 7
- Investments
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