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Lori Ann Sanderson

Loomis Sayles Distributors, LP

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About Lori Ann Sanderson

Lori Sanderson is a financial advisor with Loomis Sayles Distributors, LP. Lori has been in the industry since 2002 and is registered in Massachusetts. Lori holds Series 6, 7 and 63 licenses and the SIE exam. Lori previously worked at CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. and Loomis Sayles Distributors, LP.

Firm Information

Lori Sanderson is currently registered with Loomis Sayles Distributors, LP. Loomis Sayles Distributors, LP is a Partnership formed in July 1996. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Lori Sanderson’s Registration & Firm History

MA

03/16/2004 - Present

Loomis Sayles Distributors, LP (BOSTON MA)

MA

10/04/2002 - 03/01/2004

CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)

MA

03/25/2002 - 10/01/2002

LOOMIS SAYLES DISTRIBUTORS, L.P. (BOSTON MA)

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Licenses & Designations

BC

Issued 03/29/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2007

Series 7 - General Securities Representative Examination

BC

Issued 03/22/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lori Ann Sanderson.
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