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Lori Rose Attanasio

Stifel, Nicolaus & Company, Incorporated

Shrewsbury, NJ

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Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-01-31
  • NJ RA
    APPROVED
    Since 2019-01-31

Branch Locations

1040 Broad Street Suite 301, Shrewsbury, NJ 07702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Doft & Co., Inc. New York NY 04/2016 05/2017
Stifel Nicolaus & Co Inc Shrewsbury NJ 09/2018 Present
Financial Planning Concepts Staten Island NY 08/2017 09/2018
  • 04/2016 → 05/2017
    Doft & Co., Inc.
    New York, NY
  • 09/2018 → Present
    Stifel Nicolaus & Co Inc
    Shrewsbury, NJ
  • 08/2017 → 09/2018
    Financial Planning Concepts
    Staten Island, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-22
S63 Uniform Securities Agent State Law Examination 2007-06-14
  • S66 Uniform Combined State Law Examination
    2019-01-22
  • S63 Uniform Securities Agent State Law Examination
    2007-06-14
Other Names
  • Lori Demarzio
  • Lori Rose Demarzio

View on SEC IAPD

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Other Offices

PARK AVENUE SECURITIES LLC · SHREWSBURY, NJ
MORGAN STANLEY · Shrewsbury, NJ
SANCTUARY ADVISORS, LLC · SHREWSBURY, NJ
WORLD INVESTMENT ADVISORS, LLC · SHREWSBURY, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SHREWSBURY, NJ
PFS INVESTMENTS INC. · TINTON FALLS, NJ
RAYMOND JAMES & ASSOCIATES, INC. · Tinton Falls, NJ
CETERA INVESTMENT ADVISERS LLC · Tinton Falls, NJ

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