Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Mondello is an investment advisor representative associated with USAA Investment Services Company. Lori has over 25 years of experience in the financial services industry. Lori has held prior positions at Raymond James & Associates, Inc., Hancock Whitney Investment Services Inc., TD Ameritrade, Inc., Fidelity Brokerage Services LLC, LPL Financial LLC, CUSO Financial Services, L.P., AXA Advisors, LLC, Countrywide Investment Services, Inc., Charles Schwab & Co., Inc., Colonial Brokerage, Inc., SunTrust Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lori is registered with the states of Florida and Texas.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
FL
11/08/2024 - Present
Usaa Investment Services Co. (TAMPA FL)
FL
08/23/2021 - 12/20/2023
USAA INVESTMENT SERVICES COMPANY (TAMPA FL)
FL
01/06/2020 - 08/02/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/11/2018 - 01/02/2020
HANCOCK WHITNEY INVESTMENT SERVICES INC. (BRADENTON FL)
FL
04/07/2014 - 12/01/2014
TD AMERITRADE, INC. (PONTE VEDRA BEACH FL)
FL
10/19/2011 - 04/08/2014
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
01/14/2011 - 10/10/2011
LPL FINANCIAL LLC (ORLANDO FL)
FL
10/17/2008 - 01/26/2011
CUSO FINANCIAL SERVICES, L.P. (ORLANDO FL)
FL
06/24/2008 - 10/17/2008
AXA ADVISORS, LLC (ORLANDO FL)
FL
01/08/2008 - 04/10/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (WINTER SPRINGS FL)
FL
04/27/2007 - 09/11/2007
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
AL
06/07/2004 - 06/12/2006
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
TX
03/17/2004 - 05/04/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
GA
09/11/2003 - 03/03/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
10/03/2002 - 02/20/2003
AXA ADVISORS, LLC (NEW YORK NY)
OH
11/28/2000 - 02/21/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
TX
04/03/1995 - 11/17/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
09/21/1994 - 03/15/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
11/16/1993 - 08/05/1994
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 05/24/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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