Vernon Hills, IL– September 7, 2017 – The Kaplan University School of Professional and Continuing Education in conjunction with Think2Perform® has awarded Patty Loris the Behavioral Financial Advisor™ designation. The BFA™ designation integrates the concepts of traditional finance, psychology and neuroscience with the goal helping clients improve their emotional competency and decision-making behaviors as it relates to their personal financial situation. BFA™ professionals are required to complete 20 hours of continuing education annually.
Loris is a financial advisor of Securities America, Inc. and has been with the broker/dealer almost 4 years. Dorion-Gray provides comprehensive financial services in the areas of financial planning, retirement planning, investment management and risk protection.
Since joining Securities America, Loris and her team at Dorion-Gray attend conferences and training workshops in an ongoing effort to best serve their clients.
“I’ve been committed to taking part in training opportunities and professional development conferences throughout my career because they not only educate me about trends in the industry, but they provide me with tangible solutions to running a better business and meeting my clients’ needs,” Loris said.
Loris began her financial services career at American Express over 17 years ago. She holds the FINRA Series 7, FINRA Series 24 and FINRA Series 66 licenses, along with licenses for Life, Disability, and Long- Term Care Insurance, and the Certified Financial Planner designation. Loris has been active in Lake County, IL community through her leadership roles in the Women’s Leadership Council of United Way and St. Mary’s of Vernon Parish Pastoral Council
Think2Perform has trained thousands of advisors on the concepts of Behavioral Financial Advice across the globe, including the United States, Canada, Brazil, Spain, Germany, Netherlands, Ireland, UK, India, Malaysia, Korea, Australia, New Zealand and Puerto Rico.
About Securities America
Securities America is one of the nation’s largest independent broker-dealers with more than 2,200 independent advisors responsible for $60 billion in client assets.
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through Securities America Advisors. Dorion-Gray Retirement Planning, Inc. is not affiliated with Securities America Companies.