Unclaimed
Lori Ann Coponi is a financial professional with over 10 years of experience in the industry. Lori is currently registered with Chelsea Financial Services in Staten Island, New York. Previously, she was registered with Regal Securities, Inc. and Landmark Investment Group, Inc. Lori is licensed to sell securities in Delaware, Florida, New Jersey and New York.
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.
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.
1
2
NY
06/16/2015 - Present
Chelsea Financial Services (STATEN ISLAND NY)
NJ
02/26/2013 - 06/30/2015
REGAL SECURITIES, INC. (SECAUCUS NJ)
NJ
07/01/2011 - 04/09/2013
LANDMARK INVESTMENT GROUP, INC (SECAUCUS NJ)
BC
Issued 07/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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