Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lenore? Claim Your ProfileLenore Powers is a financial advisor who has been in the industry since 2009. Currently, Lenore is registered with Osaic Wealth, Inc. and has been working with them since September 2023. Lenore's prior firm was SAGEPOINT FINANCIAL, INC., where she worked from March 2009 until September 2023. Lenore is licensed in Connecticut and Rhode Island. Her specializations include a wide range of investment options. Lenore holds the Series 6, Series 63, 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.
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2
CT
09/01/2023 - Present
Osaic Wealth, Inc. (BROOKFIELD CT)
CT
03/20/2009 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BROOKFIELD CT)
BC
Issued 05/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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