Unclaimed
Lois Evelyn Parker is a financial advisor with Benjamin F. Edwards & Company, Inc. Lois has been working in the industry for over 20 years. Lois has a broad range of experience in providing financial advice to individuals, families, businesses and trusts. Lois has provided financial advice for over 20 years and holds a Series 7, Series 10, Series 3, and Series 66 licenses. Lois can assist with investments, financial planning, insurance, and retirement planning. Lois is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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
MO
10/13/2016 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
NH
12/01/2009 - 10/14/2016
WEDBUSH SECURITIES INC. (CONCORD NH)
NH
01/01/2008 - 11/10/2009
WELLS FARGO ADVISORS, LLC (CONCORD NH)
NH
11/19/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CONCORD NH)
BOTH
Issued 11/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2007
Series 3 - National Commodity Futures Examination
BC
Issued 11/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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