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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Dorian Shore is an Investment Advisor Representative with Lido Advisors, LLC. Lewis has been working in the financial industry since 1975. Lewis holds Series 1, 7, and 63 licenses as well as the SIE. Lewis has experience with clients including insurance companies, charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Lewis provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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
OH
10/10/2024 - Present
Lido (New Albany OH)
OH
04/29/2011 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WORTHINGTON OH)
OH
11/07/2005 - 05/02/2011
FSC SECURITIES CORPORATION (WORTHINGTON OH)
IN
08/01/1975 - 11/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/01/1975 - 11/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
11/19/1989 - 12/12/1989
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/24/1982 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/01/1975 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 02/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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