Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lois? Claim Your ProfileLois Stouffer is an investment advisor representative with Geneos Wealth Management, Inc.. Lois has been in the industry since February 25, 1987 and has an active license in New Mexico, North Carolina, and Texas. Lois also has a Series 65, Series 63, Series 24, Series 7, and SIE license. Lois has prior experience working for FSC Securities Corporation and Financial Network Investment Corporation.
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
NM
09/19/2013 - Present
Geneos Wealth Management, Inc. (SANTA FE NM)
GA
05/06/1996 - 05/03/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
02/26/1987 - 05/11/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 02/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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