linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lori Wink Denison

Kestra Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lori? Claim Your Profile

About Lori Wink Denison

Lori Denison is a financial professional with over 40 years of experience in the financial services industry. Lori is currently registered with Kestra Investment Services, LLC. Lori is a Registered Representative and holds Series 1, 6TO, 22TO and SIE licenses and has passed the Uniform Securities Agent State Law Examination. She also has prior experience with other firms including Valmark Securities, Inc., NFP Securities, Inc., Fortis Investors, Inc., and G. R. Phelps & Co., Inc.

Firm Information

Lori Denison is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lori Denison’s Registration & Firm History

AZ

11/04/2021 - Present

Kestra Investment Services, LLC (PHOENIX AZ)

TX

06/26/2014 - 04/07/2021

KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)

FL

06/22/2012 - 06/26/2014

VALMARK SECURITIES, INC. (SARASOTA FL)

FL

08/15/1997 - 12/23/2011

NFP SECURITIES, INC. (WEST PALM BEACH FL)

MN

01/01/1996 - 08/28/1997

FORTIS INVESTORS, INC. (OAKDALE MN)

NA

10/10/1984 - 01/03/1994

G. R. PHELPS & CO., INC.

NA

07/10/1979 - 01/03/1994

G. R. PHELPS & CO., INC.

Not sure if Lori Wink Denison is right for you?

Licenses & Designations

BC

Issued 08/27/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/1979

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lori Wink Denison.
Not sure if Lori Wink Denison is right for you?