R.B. Wiser & Associates Financial Planning
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Lori Young-Brady*, Office Manager

Lori Brady Lori brings more than 14 years of experience in the financial services industry to our firm. Lori's qualifications and background include:

  • Graduate of Western Michigan University with a Bachelor of Science degree in Finance
  • Former Vice-President, First of America Securities, Inc.
  • Former Manager, Mutual Fund Shareholder Services Group
  • Former Manager, Equity, Mutual Fund and Bond Trading Group

Lori has the following certifications:

  • Series 4 Registered Options Principal of InterSecurities, Inc.
  • Series 7 Registered Securities Representative of InterSecurities, Inc.
  • Series 24 Registered Securities Representative of InterSecurities, Inc.
  • Series 63
  • Investment Advisor Representative

Wiser Podcasts
Wisely Speaking
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Weekly Radio Show
Stock Watch
Dow 11,220.96
+32.73
Up
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NASDAQ 2,255.88
-3.16
Down
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S&P 500 1,242.31
-32.67
Down
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As of 9-07-2008 5:20pm

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R.B. Wiser & Associates   ::   6100 Stadium Drive   ::   Kalamazoo MI 49009   ::   (800) 292-1472   ::   (269) 372-1430
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*Individuals with R.B. Wiser & Associates are Registered Representatives and Investment Advisor Representatives with and Securities and Investment Advisory Services offered through InterSecurities, Inc. (ISI), member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through ISI. Neither ISI nor its representatives provide legal, tax or accounting advice. Persons who provide such advice do so in capacity other than as a registered representative of ISI. LD22840-09/07