Unclaimed
Lorilyn Prestidge-davtian is an investment advisor representative at Ameriprise Financial Services, LLC. Lorilyn holds Series 7TO, SIE, and Series 66 licenses and is registered in 28 states. Lorilyn has been in the financial services industry since 2008 and has a proven track record of providing investment advice to individuals, families, and businesses.
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.
Asset allocation services
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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2
IL
05/31/2022 - Present
Ameriprise Financial Services, LLC (WARRENVILLE IL)
BOTH
Issued 04/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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