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Lisa Marie Pellitteri

Ameriprise Financial Services, LLC

Great Neck, NY

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-27
  • TX RA
    APPROVED_RES
    Since 2026-08-27

Branch Locations

111 Great Neck Rd Ste 213, Great Neck, NY 11021-5408 • 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
Mbsc Securities Corpoation Uniondale NY 10/2010 04/2026
The Strategic Financial Alliance, Inc. Atlanta GA 04/2026 07/2026
Ameriprise Financial Services, Llc Great Neck NY 07/2026 Present
  • 10/2010 → 04/2026
    Mbsc Securities Corpoation
    Uniondale, NY
  • 04/2026 → 07/2026
    The Strategic Financial Alliance, Inc.
    Atlanta, GA
  • 07/2026 → Present
    Ameriprise Financial Services, Llc
    Great Neck, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-06-22
  • S63 Uniform Securities Agent State Law Examination
    2011-06-22
Other Names
  • Lisa Pellitteri
  • Lisa M Pellitteri
  • Lisa Marie Horvath
  • Lisa M Horvath
  • Lisa Horvath

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GREAT NECK, NY
STONE HILL FIDUCIARY MANAGEMENT, LLC · GREAT NECK, NY
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