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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 Dossantos is a financial advisor with Sanctuary Advisors, LLC based in Indianapolis, IN. Lori has been in the financial services industry since 1998 and has held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, and First Union Brokerage Services, Inc. Lori is a registered representative and investment advisor representative in multiple states, including Indiana, Connecticut, and California. She is also a member of the Greater Waterbury Chamber of Commerce and United Way of Greater Waterbury. Lori specializes in financial planning, portfolio management, and pension consulting.
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.
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2
IN
04/16/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
CT
08/15/2012 - 04/20/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHBURY CT)
CT
10/01/2000 - 07/10/2012
WELLS FARGO ADVISORS, LLC (WATERTOWN CT)
NC
11/03/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 12/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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