Unclaimed
Alex Lotito is an Investment Advisor Representative associated with Lord, Abbett & Co. LLC. Alex has been in the industry for over 5 years. Alex is registered with the state of New Jersey as an Investment Advisor Representative. Alex also holds the following securities licenses: Series 66, Series 7, and SIE. Alex has prior experience working in the finance industry, including roles at Morgan Stanley, Merrill Lynch, and Sony Music Entertainment- Epic Records.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Impersonal investment advisory 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
11/26/2018 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
BOTH
Issued 11/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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