Invested Better
Unclaimed

Unclaimed

Unclaimed

Lorenzo Pusateri

Mutual OF America Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your Profile

About Lorenzo Pusateri

Lorenzo Pusateri is a financial professional affiliated with Mutual of America Securities LLC. Lorenzo has been in the financial services industry for over 1 year. Lorenzo holds the Series 6, Series 63 and SIE licenses, and is registered in Connecticut and Massachusetts.

Firm Information

Lorenzo Pusateri is currently registered with Mutual OF America Securities LLC. Mutual OF America Securities LLC is a Limited Liability Company formed on June 29, 1990. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

346

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lorenzo Pusateri’s Registration & Firm History

CT

08/26/2022 - Present

Mutual OF America Securities LLC (GLASTONBURY CT)

Not sure if Lorenzo Pusateri is right for you?

Licenses & Designations

BC

Issued 09/23/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/12/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lorenzo Pusateri.
Not sure if Lorenzo Pusateri is right for you?