Lori Susalla Oancea

Current Employers

Employment History

• 10/2010 → 08/2018
  Signator / Jhfn Sii
  Southfield, MI
• 08/2018 → 05/2019
  Massmutual Life Insurance Co
  Southfield, MI
• 08/2018 → 05/2019
  Mml Investors Services, Llc
  Southfield, MI
• 07/2019 → 06/2021
  Voya Financial Advisor, Inc.
  Troy, MI
• 05/2019 → 07/2019
  Unemployed
  Beverly Hills, MI
• 06/2021 → Present
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-06-09 → 2023-06-30
  Cetera Wealth Services, Llc
  Marinette, WI
  Troy, MI
• 2019-08-13 → 2021-06-09
  Voya Financial Advisors, Inc.
  Troy, MI
  Marinette, WI
• 2018-10-22 → 2019-05-23
  Mml Investors Services, Llc
  Southfield, MI
• 2015-08-17 → 2018-07-30
  Signator Investors, Inc.
  Southfield, MI

Other Businesses

NAME OF ENTITY:HORIZON ADVISERS; Yes; 5455 CORPORATE DR STE 210; TROY; MI; 48098; FINANCIAL SERVICES/DBA; FINANCIAL ADVISER; 8/1/2019; 160; 160; SALE AND SERVICE SECURITIES AND INVESTMENT PRODUCTS.|NAME OF ENTITY:OAKLAND UNIVERSITY; No; 456 PAWLEY HALL; ROCHESTER; MI; 48309; CERTIFIED FINANCIAL PLANNER PROGRAM; DIRECTOR OF FINANCIAL PLANNING; 12/1/2015; 10; 5; EDUCATE PROPECTIVE STUDENTS FOR CFP CERTIFICATION, OVERSIGHT OF CURRICULUM AND INSTRUCTORS.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 5455 CORPORATE DR STE 210; TROY; MI; 48098; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 8/1/2019; 160; 160; SALE OF FIXED INSURANCE PRODUCTS.|NAME OF ENTITY:Lori S Oancea, Attorney at Law; No; 31310 Foxboro Way; Beverly Hills; MI; 48025; LIMITED PRACTICE OF LAW; Lori S Oancea, J.D.; 1/1/1991; 10; 5; ESTATE PLANNING, WILLS, POA'S, TRUST DOCUMENTS|NAME OF ENTITY:Horizon Legal Services, PLLC; No; 5455 Corporate Drive Suite 210; Troy; MI; 48098; Estate planning and probate; Attorney; 9/1/2020; 30; 20; Basic estate planning, drafting wills, Trusts, Powers of Attorney, HIPAA forms, and basic probate assistance such as filing of deeds|NAME OF ENTITY:ADVANCED PLANNING EDUCATION GROUP,INC; No; 31310 Foxboro Way; Beverly Hills; MI; 48025; Educate Prospective; Independent Contractor - Consultant; 9/16/2020; 5; 2; Promotion and guide student enrollment of new partnership course. This is an introductory course designed to educate and enhance the understanding the basic elements of estate planning, tax planning, insurance planning, retirement planning and investment planning found within the curriculum of the Certified Financial Planning certificate.|

Exams

• S66 Uniform Combined State Law Examination
  2014-10-20
• S63 Uniform Securities Agent State Law Examination
  2006-10-24

Other Names

• Lori L Susalla
• Lori L Oancea