Unclaimed
Lori Cruz Aldridge is a financial professional with over a decade of experience in the industry. Lori has held various roles at Deutsche Bank Securities Inc. and Fidelity Brokerage Services LLC. Lori has a wide range of experience and knowledge in the financial markets, including investment banking. Lori is dedicated to providing her clients with the highest quality of service and helping them achieve their 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.
Equity & debt research, macro research, quant strategy, multi- asset research, catalyst calls
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.
Hard dollar payments for research
1
2
FL
07/02/2021 - Present
Deutsche Bank Securities Inc. (JACKSONVILLE FL)
FL
01/03/2012 - 09/10/2019
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
NJ
09/23/2008 - 01/03/2012
DB SECURITIES SERVICES NJ INC. (JERSEY CITY NJ)
FL
02/22/2008 - 07/15/2008
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BC
Issued 02/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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