Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolene? Claim Your ProfileJolene Suzanne Lorg is a financial advisor with Osaic Wealth, Inc. based in Wichita, Kansas. Jolene has been in the financial industry since 2014. Jolene specializes in providing financial planning, pension consulting, and educational seminars. Jolene holds the Series 7 and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
06/14/2024 - Present
Osaic Wealth, Inc. (WICHITA KS)
KS
02/10/2016 - 06/14/2024
SECURITIES AMERICA, INC. (WICHITA KS)
KS
05/08/2014 - 11/19/2015
SECURITIES AMERICA, INC. (WICHITA KS)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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