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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Salyers is an investment advisor representative at Dana Investment Advisors Inc. with over 14 years of experience in the financial services industry. Lori is registered with the state of Wisconsin and holds a Series 65 license. Her primary focus is on providing investment advice to high-net-worth individuals, corporations, and charitable organizations. Lori also provides portfolio management services for investment companies. Lori's areas of specialization include fixed income, equities, and alternative investments. She is dedicated to providing her clients with personalized financial advice and investment strategies that help them achieve their long-term 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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WI
07/02/2009 - Present
Dana Investment Advisors Inc. (WAUKESHA WI)
IA
Issued 07/01/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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