Lori Sturgis, CFP®
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 855-640-2379Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
- Financial Advisor, Cuso Financial, 2018-2021
- Specialist, Charles Schwab, 2015-2018
- Banker, Manager, Wells Fargo, 2010-2015
Education
- Bachelor of General Studies, Ball State University