Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Ladona Olson is a financial advisor with Edward Jones. Lori has been in the financial services industry since 1993. Lori is registered with FINRA and the state of Indiana and holds the Series 7, Series 63, Series 66, and SIE licenses. She is a Board member and Vice President of The Vine Preschool. Lori has experience working at various firms including Wells Fargo Investments, LLC, Comerica Securities, CUE, and Okoboji Financial Services, Inc.
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.
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.
See schedule d - miscellaneous
1
2
IN
06/25/2010 - Present
Edward Jones (ANGOLA IN)
IN
04/19/2005 - 07/06/2010
WELLS FARGO INVESTMENTS, LLC (ANGOLA IN)
MI
01/16/2002 - 09/01/2004
COMERICA SECURITIES (DETROIT MI)
AZ
06/30/1999 - 01/16/2002
CUE (PHOENIX AZ)
IA
03/19/1996 - 07/13/1999
OKOBOJI FINANCIAL SERVICES, INC. (OKOBOJI IA)
CT
04/13/1995 - 05/29/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NJ
12/22/1992 - 05/11/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 08/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lori Olson is the right advisor for you? Invested Better is here to help.
