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Lori Marino mammoliti

Investment Distributors, Inc.

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About Lori Marino mammoliti

Lori Marino mammoliti is a financial advisor with over 30 years of experience in the financial industry. Lori is currently registered with Investment Distributors, Inc. and is licensed to provide investment advice in 46 states. Lori has held previous positions with Concourse Financial Group Securities, Inc., Cetera Investment Services LLC, Broker Dealer Financial Services Corp., M&T Securities, Inc., and Liberty Securities Corporation.

Firm Information

Lori Marino mammoliti is currently registered with Investment Distributors, Inc.. Investment Distributors, Inc. is a corporation that was formed on August 30, 1993. It is registered with the SEC and in all 50 states, as well as the District of Columbia. The firm has reported one regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

166

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.

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Lori Marino mammoliti’s Registration & Firm History

KY

01/03/2022 - Present

Investment Distributors, Inc. (Covington KY)

NY

09/21/2018 - 01/03/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Williamsville NY)

MN

07/13/2017 - 07/12/2018

CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)

IA

08/02/2016 - 12/06/2016

BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)

NY

05/01/1995 - 05/04/2015

M&T SECURITIES, INC. (BUFFALO NY)

NY

04/19/1991 - 05/01/1995

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

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Licenses & Designations

BC

Issued 04/29/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/1995

Series 7 - General Securities Representative Examination

BC

Issued 04/17/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lori Marino mammoliti. Review regulatory record here.
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