Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Picerno is a financial advisor who has been in the industry since 1997. Lori is currently registered with American Capital Partners, LLC in Hauppauge, New York and holds Series 7, Series 63, Series 79TO and SIE licenses. Lori has previously worked with Yankee Financial Group, Inc., Basic Investors Inc., Glenn Michael Financial, Inc., F.S.G. Financial Services Group, Inc., and Redstone Securities, Inc.
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.
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2
NY
04/04/2006 - Present
American Capital Partners, LLC (HAUPPAUGE NY)
NY
04/05/2004 - 06/30/2005
YANKEE FINANCIAL GROUP, INC. (MELVILLE NY)
NY
04/17/2001 - 10/10/2003
BASIC INVESTORS INC. (MELVILLE NY)
NY
03/06/2001 - 06/25/2001
YANKEE FINANCIAL GROUP, INC. (MELVILLE NY)
NY
10/01/1999 - 04/06/2001
GLENN MICHAEL FINANCIAL, INC. (MELVILLE NY)
FL
06/24/1998 - 10/01/1999
F.S.G. FINANCIAL SERVICES GROUP, INC. (MIAMI BEACH FL)
TX
01/24/1996 - 05/18/1998
REDSTONE SECURITIES, INC. (DALLAS TX)
BC
Issued 02/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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