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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lou? Claim Your ProfileLou Demartino is a financial advisor with Ameriprise Financial Services, LLC. Lou has been in the industry since September 2011 and is currently registered with Ameriprise Financial Services, LLC in New Jersey and Texas. Lou has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Lou has a Series 7 and Series 66 license as well as the SIE exam. Lou offers a variety of financial services including portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars and asset allocation services. Lou's areas of specialization include: Retirement planning, College savings planning, Estate planning, Insurance and Annuities. Lou's office is located at 141 W Front St Ste 140, Red Bank, NJ 07701.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
11/08/2019 - Present
Ameriprise Financial Services, LLC (Red Bank NJ)
NJ
06/22/2012 - 11/11/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
NY
09/16/2011 - 06/15/2012
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 01/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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