Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Mezzetti is a financial advisor with over 25 years of experience. Lori is currently registered with Kestra Advisory Services, LLC and holds Series 7, Series 63, and Series 65 licenses. Lori has been a Registered Representative and Investment Advisor Representative since 1992. Lori specializes in financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors. Lori provides services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
11/19/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
12/06/2013 - 10/02/2017
SIGNATOR INVESTORS, INC. (FLORIDA NY)
NY
10/26/2011 - 12/16/2013
AXA ADVISORS, LLC (FLORIDA NY)
NY
01/03/2007 - 10/26/2011
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
06/30/1999 - 09/14/2006
SECURITIES AMERICA, INC. (GOSHEN NY)
NY
10/16/1993 - 05/10/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/04/1992 - 10/07/1993
FIRST ALBANY CORPORATION (NEW YORK NY)
IA
Issued 02/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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