Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Lynn Ferrera is a financial advisor at Convergence Financial. Lori has been in the industry since 2014 and holds a Series 65 license. Lori specializes in financial planning, pension consulting, and portfolio management for individuals. Lori also has experience with tax preparation and planning.
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.
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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MO
10/29/2020 - Present
Convergence Financial (COLUMBIA MO)
IA
Issued 10/20/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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