Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie Lamazza is an Investment Advisor Representative at Osaic Wealth, Inc., a Registered Investment Advisor with headquarters in Scottsdale, Arizona. Lonnie is a highly experienced professional with a strong background in financial services. Lonnie's career spans over 20 years and includes experience at several prominent financial institutions, including Deutsche Bank Securities Inc., BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated. Lonnie holds a wide array of professional licenses and designations and provides a range of financial advisory services including financial planning, portfolio management, and pension consulting. Lonnie's expertise and commitment to client service have earned them a reputation as a trusted advisor in the industry.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
FL
11/02/2018 - Present
Osaic Wealth, Inc. (ST. PETERSBURG FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)
FL
12/19/2014 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
NY
03/08/2010 - 11/18/2010
PT TRADING GROUP, LLC (STATEN ISLAND NY)
NY
02/23/2009 - 02/16/2010
ILLUSTRO TRADING, LLC (NEW YORK NY)
NY
09/27/2007 - 09/04/2008
MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)
NY
06/14/1999 - 03/26/2007
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 06/14/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
08/06/1992 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
BC
Issued 01/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/08/2007
Series 14 - Compliance Officer Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/14/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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