Unclaimed
Lori Anne Biscardi is a financial professional with over 20 years of experience in the financial industry. Lori is currently registered with B. Riley Wealth Management and holds Series 7, Series 63, SIE, and Series 99TO licenses. Prior to joining B. Riley Wealth Management, Lori worked at National Securities Corporation, VFINANCE INVESTMENTS, INC and Continental Broker-Dealer Corp. Lori has a strong track record of providing personalized financial advice to individuals and families.
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
NJ
07/22/2022 - Present
B. Riley Wealth Management (RED BANK NJ)
NY
02/25/2004 - 07/23/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
FL
03/05/2010 - 12/19/2012
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
NY
06/24/2002 - 01/30/2004
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BC
Issued 07/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lori Biscardi is the right advisor for you? Invested Better is here to help.