Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Ann Sidrony is an active investment advisor representative with Captrust in Fort Worth, TX. Lori has been in the financial services industry since 1996 and has a long history of working with individuals, families, and businesses. Lori holds the Series 7, 63, and 24 licenses as well as the SIE and Series 99TO exams. Lori specializes in retirement planning, investment management, and financial planning. Lori is a Certified Financial Planner and has a strong commitment to providing her clients with personalized financial advice.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
02/27/2024 - Present
Captrust (Fort Worth TX)
TX
01/07/2008 - 08/16/2023
FIRST COMMAND BROKERAGE SERVICES, INC. (FORT WORTH TX)
TX
06/05/2003 - 11/21/2007
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
MA
05/25/2001 - 05/20/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IN
07/31/1996 - 05/24/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/31/1996 - 05/24/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
03/06/1996 - 08/06/1996
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MO
07/30/1993 - 05/27/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 08/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lori Sidrony is the right advisor for you? Invested Better is here to help.
