Unclaimed
Lori Blanchard Cordes has been in the securities industry since 2002. Lori is currently registered as a Registered Representative and Investment Advisor Representative with First Horizon Advisors, Inc. in Metairie, Louisiana. Previously, Lori worked for Infinex Investments, Inc., Essex National Securities, LLC, ProEquities, Inc., and Linsco/Private Ledger Corp. Lori specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Lori also provides portfolio management for businesses and individuals.
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.
1
2
LA
05/12/2021 - Present
First Horizon Advisors, Inc. (Metairie LA)
LA
07/01/2016 - 01/22/2021
INFINEX INVESTMENTS, INC. (METAIRIE LA)
LA
11/07/2007 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (METAIRIE LA)
LA
02/28/2007 - 11/08/2007
PROEQUITIES, INC. (NEW ORLEANS LA)
LA
04/20/2006 - 01/12/2007
LINSCO/PRIVATE LEDGER CORP. (METARIE LA)
LA
01/01/2002 - 04/06/2006
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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