Next Meeting

January 20, 2018

"What Every Investor Needs to Know"
Gary R. Mottola
Research Director, FINRA Investor Education Foundation
Richard J. Ernst Community Cultural Center
Northern Virginia Community College - Annandale Campus
8333 Little River Turnpike
Annandale, Virginia 22003
Telephone: 703­-323-3000
Note: Parking at the Community College is free.
Map-Meeting Location
Campus Map
Advance registration by mail, or on-line until 01/16/18 - $35.00 per person
Late registration on-line 01/17/18 until 01/19/20 - $40.00 per person
At the door registration, space permitting - $45.00 per person
Registration: 9:00 AM
Continental Breakfast/Social Time : 9:00 AM
Program Time; 9:30 AM to 11:30 AM

Presentation Description:

FINRA, the Financial Industry Regulatory Authority, regulates all securities firms doing business in the United States. FINRA is dedicated to investor protection and market integrity through effective and efficient regulation and complementary compliance and technology-based services. Gary Mottola, FINRA's Director of Research, will provide a detailed look at results from the most recent FINRA Investor Education Foundation's Investor Survey, including investor relationships with investment brokers and advisors, understanding and perceptions of fees charged for investment services, usage of investment information sources, attitudes towards investing in general, investor literacy, and investment fraud. The presentation offers a series of helpful tips and timely takeaways from this study and other recent research that will benefit every investor.

Attend this meeting to:

  • Gain an understanding of Investor Behavior and Attitudes in the United States and how these can shape investing outcomes
  • Learn about Investor Literacy status and ongoing efforts in the United States - and take the FINRA Foundation Investor Literacy Quiz.
  • Learn how to protect yourself from losing money in an investment fraud.

Speaker Biography:

Gary R. Mottola is the Research Director for the FINRA Investor Education Foundation and a social psychologist with over 20 years of research experience, much of which was spent in the financial services industry. In his role at the FINRA Foundation, he oversees and conducts research projects aimed at better understanding financial capability in America, protecting investors from financial fraud, and improving financial disclosure statements. Dr. Mottola received his B.A. from the University at Albany, his M.A. from Brooklyn College and his Ph.D. from the University of Delaware. He was a visiting scholar at Wharton in 2006 and is an adjunct professor of statistics in Villanova University's Economics Department.

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for January 20, 2018 meeting

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Chapter Officers

  • President:
     Steven Arquiette
  • Vice President:
     Wilbert Nixon
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava
  • Bill Price

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AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116

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