Lori M. Deluna
Professional summary
Lori Marie Deluna, who also goes by Lori Marie Hecimovich Miss, Lori Marie Hecimovich, is a registered financial professional currently at AMERICAN ALTERNATIVE CAPITAL, LLC located in Ann Arbor, Michigan.
Lori is registered as a RR (Registered Representative) and started their career in finance in 2006. Lori has worked at 5 firms and has passed the Series 63, Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Lori Marie Deluna's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 12, 2022 - Present
AMERICAN ALTERNATIVE CAPITAL, LLC
Office #1: 3909 Research Park Drive Suite 250, Ann Arbor, MI 48108May 9, 2024 - December 31, 2024
CONCORDE ASSET MANAGEMENT, LLC
October 6, 2017 - December 31, 2023
CONCORDE ASSET MANAGEMENT, LLC
May 19, 2015 - December 31, 2023
CONCORDE INVESTMENT SERVICES, LLC
January 25, 2007 - August 3, 2009
FIFTH THIRD SECURITIES, INC.
January 25, 2007 - August 3, 2009
FIFTH THIRD SECURITIES, INC.
July 6, 2006 - September 30, 2006
OSAIC SERVICES, INC.
June 5, 2006 - September 30, 2006
OSAIC SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/21/2024)
(9/9/2024)
(9/9/2024)
Exams
Series 99TO
Date: 7/17/2024
Operations Professional ExaminationFINRA
Current Firm
AMERICAN ALTERNATIVE CAPITAL, LLC
CRD#: 309956 / SEC#: , 8-70651
Contact information
FINRA licenses (53 States and Territories)
Documents
Red Flags
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