Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Getzendanner is a financial advisor with over 17 years of experience in the financial services industry. Lori is currently registered with Fidelity Brokerage Services LLC. She is a Series 7 and Series 63 licensed representative, as well as a Series 24 principal. Lori also holds the Securities Industry Essentials Examination (SIE) certification. Prior to joining Fidelity Brokerage Services LLC, Lori was registered with NATIONAL FINANCIAL SERVICES LLC and Fidelity Brokerage Services LLC. Lori has a strong track record of providing comprehensive financial advice to individuals and families. Lori is committed to helping her clients 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.
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.
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TX
07/01/2013 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
04/18/2007 - 07/02/2013
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
RI
05/18/2006 - 12/11/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 05/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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