Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Wildman is a financial professional with over 40 years of experience in the industry. Lori has a wide range of experience having worked with several firms including Hefren-Tillotson, Inc., Fidelity Brokerage Services LLC, Dreyfus Investment Services Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Currently, Lori is registered with Robert W. Baird & Co. Inc. Lori is a licensed professional with Series 63, Series 24 and Series 7 licenses. Lori is licensed to provide financial advice in 31 states.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
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.
Hard dollar payments for research
1
2
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - South Hills PA)
PA
07/10/2001 - 10/21/2022
HEFREN-TILLOTSON, INC. (CANONSBURG PA)
RI
10/17/2000 - 07/11/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
PA
05/29/1991 - 09/06/2000
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
RI
07/24/1986 - 05/18/1991
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
07/22/1982 - 06/23/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 08/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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