Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lou? Claim Your ProfileLou Ann Sites is a financial advisor with Northwestern Mutual Investment Services, LLC, based in Columbus, Ohio. Lou Ann has been in the financial services industry since 2004. Lou Ann holds Series 7 and Series 63 licenses. Lou Ann has previously worked for Lincoln Investment, Capital Analysts, Incorporated, FSC Securities Corporation, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Lou Ann is registered with the state of Ohio.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
OH
02/21/2020 - Present
Northwestern Mutual Investment Services, LLC (Columbus OH)
OH
06/01/2012 - 01/22/2020
LINCOLN INVESTMENT (WORTHINGTON OH)
OH
04/29/2011 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WORTHINGTON OH)
OH
11/07/2005 - 05/02/2011
FSC SECURITIES CORPORATION (WORTHINGTON OH)
IN
12/14/2004 - 11/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/14/2004 - 11/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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