Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Bensing is an Investment Advisor Representative at Edelman Financial Engines. Lori has been in the financial services industry for over 25 years and has experience with various firms including Sanders Morris Harris LLC, EF Legacy Securities, LLC and First Financial Equity Corporation. Lori is a Registered Representative and Investment Advisor Representative with Series 3, 4, 7, 8, 31, 53, 63, and 65 licenses. Lori specializes in providing financial planning, portfolio management, and investment advisory services to individuals and businesses. Lori is also a board member for the Sammons Center for the Arts.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
TX
11/01/2018 - Present
Edelman Financial Engines (DALLAS TX)
TX
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (DALLAS TX)
TX
12/14/2010 - 04/22/2016
SANDERS MORRIS HARRIS LLC (HOUSTON TX)
TX
07/15/2009 - 12/03/2010
FIRST FINANCIAL EQUITY CORPORATION (DALLAS TX)
TX
03/20/2009 - 05/01/2009
OPPENHEIMER & CO. INC. (DALLAS TX)
TX
01/04/2005 - 03/20/2009
STANFORD GROUP COMPANY (DALLAS TX)
MA
08/15/2003 - 11/12/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/07/2003 - 08/20/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
04/02/1996 - 02/10/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
OH
04/07/1994 - 02/10/1996
SWENEY CARTWRIGHT & COMPANY (COLUMBUS OH)
NA
11/25/1987 - 01/01/1988
CLAREMONT FINANCIAL SERVICES
IA
Issued 7/1/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/3/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/16/2005
Series 4 - Registered Options Principal Examination
BC
Issued 3/7/2005
Series 24 - General Securities Principal Examination
BC
Issued 6/1/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/3/2001
Series 3 - National Commodity Futures Examination
BC
Issued 4/11/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 4/5/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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