Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorelei? Claim Your ProfileLorelei Tolson is an Investment Advisor Representative and has been in the industry since August 2007. Lorelei is currently registered with Oxford Financial Group, Ltd. in Indiana and Texas. Lorelei holds a Series 65 license. Lorelei is a Certified Financial Planner and a Personal Financial Specialist. Lorelei specializes in providing financial planning, pension consulting, and selection of other advisors. Lorelei's primary office is located in Carmel, Indiana.
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.
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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IN
01/01/2017 - Present
Oxford Financial Group, Ltd. (CARMEL IN)
IA
Issued 01/05/1998
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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