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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorie? Claim Your ProfileLorie Reid is a financial advisor with Fidelity Personal And Workplace Advisors. Lorie is based in Greenwood Village, CO and has been working in the financial services industry since 2003. Lorie has a wide range of experience in financial planning, portfolio management, and investment advice. Lorie has been recognized for her commitment to providing her clients with personalized financial advice and guidance.
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.
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.
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CO
10/11/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
06/25/2019 - 01/05/2021
J.P. MORGAN SECURITIES LLC (LITTLETON CO)
CO
07/10/2006 - 05/20/2009
KEY INVESTMENT SERVICES LLC (COMMERCE CITY CO)
TX
12/05/2003 - 10/28/2004
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TN
04/04/2002 - 08/04/2003
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CO
12/19/2000 - 02/08/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
TX
05/18/1999 - 04/05/2000
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NY
03/06/1996 - 10/18/1996
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
07/28/1994 - 03/22/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 09/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/07/2019
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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