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Anna marie Lombardi

Lifemark Securities Corp.

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About Anna marie Lombardi

Anna marie Lombardi is a financial advisor currently registered with Lifemark Securities Corp. in Quakertown, Pennsylvania. Anna marie has over 20 years of experience in the financial industry and holds Series 6 and Series 63 licenses. She has also passed the Securities Industry Essentials Examination. Anna marie has previously been registered with Foresters Equity Services, Inc., Fortune Financial Services, Inc. and NYLIFE Securities LLC. Anna marie specializes in providing financial planning and portfolio management services for individuals. She provides personalized financial planning services to help individuals reach their financial goals. Anna marie is committed to providing her clients with the highest level of service and expertise.

Firm Information

Anna marie Lombardi is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anna marie Lombardi’s Registration & Firm History

PA

10/27/2018 - Present

Lifemark Securities Corp. (Quakertown PA)

CA

11/22/2011 - 10/30/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

PA

04/04/2008 - 11/18/2011

FORTUNE FINANCIAL SERVICES, INC. (QUAKERTOWN PA)

PA

01/11/1999 - 08/24/2007

NYLIFE SECURITIES LLC (QUAKERTOWN PA)

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Licenses & Designations

BC

Issued 11/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anna marie Lombardi.
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