Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorie? Claim Your ProfileLorie Owens is a financial advisor based in Carlsbad, NM. Lorie has been in the financial industry since 1999 and is currently registered with Lincoln Investment. Lorie is dedicated to providing her clients with financial advice and services to help them reach their goals. Prior to joining Lincoln Investment, Lorie was registered with CAPITAL ANALYSTS, INCORPORATED and Lincoln Financial Advisors Corporation. Lorie holds the Series 6, SIE and Series 63 licenses and has experience working with individuals, corporations, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NM
06/01/2012 - Present
Lincoln Investment (CARLSBAD NM)
NM
05/05/2005 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (CARLSBAD NM)
IN
05/24/1999 - 05/03/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/24/1999 - 05/03/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 05/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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