Lorry Robertson
Senior Financial Planning Specialist at ELEMENT Financial Group | Miami, Florida, United States
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Senior Financial Planning Specialist at ELEMENT Financial Group in October 2023 to Present
Financial Planning Specialist at Calamos Wealth Management in February 2021 to November 2023
Wealth Planning Associate / Wealth Advisor at Calamos Wealth Management in October 2018 to February 2021
Branch Manager at Scottrade in January 2017 to March 2018
Investment Consultant at Scottrade in May 2010 to December 2017
Stock broker Intern at Scottrade in December 2008 to May 2010
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Florida International University, Master of Business Administration (M.B.A.), July 2026
Florida International University, Bachelor of Business Administration (BBA), July 2026
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Presentations
Planning Advice
Financial Planning Software
HNW
Retirement
Financial Instruments
Financial Goals
High-Net-Worth Individuals (HNWI)
Investments
Leadership
Financial Analysis
Series 7
Portfolio Management
Relationship Management
Customer Service
Financial Services
Team Building
Analysis
Finance
Risk Management
Building Relationships
Financial Modeling
Microsoft Office
Financial Planning
Microsoft Excel
Investment Advisory
Investment Strategies
Stock Market
Stockbroking
Market Research
Communication Skills
Series 63
Inside Sales
Outside Sales
series 66
Series 66
Finra
Series 24
General Securities Principal
Sales
Mutual Funds
Wealth Management
Securities
Trading
Retirement Planning
Asset Management
Supervisory Skills
Sales Operations
Operations Management
Certified Financial Planner
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Discover more about ELEMENT Financial GroupWhat is Lorry Robertson email address?
Email Lorry Robertson at [email protected]. This email is the most updated Lorry Robertson's email found in 2026.
How to contact Lorry Robertson?
To contact Lorry Robertson send an email to [email protected]. (updated on April 29, 2025)
What company does Lorry Robertson work for?
Lorry Robertson works for ELEMENT Financial Group
What is Lorry Robertson's role at ELEMENT Financial Group?
Lorry Robertson is Senior Financial Planning Specialist
What is Lorry Robertson's Phone Number?
Lorry Robertson's phone (305) ***-*403
What industry does Lorry Robertson work in?
Lorry Robertson works in the Financial Services industry.
Lorry Robertson Email Addresses
Lorry Robertson Phone Numbers
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