Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Darlene Powell is an investment advisor representative currently registered with Elevage Partners, LLC in Reno, NV. Lori has been in the industry for over 30 years and has held several previous registrations with various firms including Nationwide Investment Services Corporation, VALIC Financial Advisors, Inc., and Security Distributors, Inc. Lori is a licensed advisor and has passed several industry exams including the Series 63, Series 65, Series 7, and Series 24. Lori provides financial planning, portfolio management for individuals and portfolio management for pooled investment vehicles to clients.
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.
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.
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2
NV
07/30/2021 - Present
Elevage Partners, LLC (RENO NV)
OH
01/28/2011 - 01/05/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
TX
04/07/2010 - 01/06/2011
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
KS
03/13/2000 - 05/29/2009
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
IL
12/22/1998 - 10/12/1999
COVA LIFE SALES COMPANY (OAKBROOK TERRACE IL)
MA
03/06/1998 - 09/03/1998
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
03/20/1997 - 08/20/1997
PROVIDIAN SECURITIES CORPORATION (CEDAR RAPIDS IA)
VA
06/26/1995 - 11/19/1996
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
10/15/1992 - 08/05/1994
KEMPER FINANCIAL SERVICES, INC.
CA
07/26/1989 - 10/09/1992
ASB FINANCIAL SERVICES (IRVINE CA)
NA
11/03/1988 - 06/27/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/22/1988 - 06/08/1989
GFC SECURITIES CORPORATION
NA
07/07/1988 - 11/03/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
03/29/1988 - 07/13/1988
BIRR, WILSON SECURITIES, INC.
IA
Issued 03/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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