Unclaimed
Lorrie Ann Germano is a securities professional with over 20 years of experience in the financial services industry. Lorrie is currently registered with BNY Mellon Securities Corp. as a General Securities Representative and is licensed to offer investment advice in several states. Lorrie has a strong background in securities trading and investment advisory services. Lorrie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
07/02/2009 - Present
BNY Mellon Securities Corp. (NEW YORK NY)
NY
11/14/2001 - 09/05/2007
BNY INVESTMENT CENTER INC. (NEW YORK NY)
BC
Issued 01/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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