Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Goldman is a financial advisor based in River Edge, New Jersey. Louis has been in the financial services industry since 1980 and is currently registered with CreativeOne Securities, LLC, a firm based in Overland Park, Kansas. Louis offers financial planning services, as well as portfolio management for both individuals and businesses. Louis is also a registered representative of Kovack Securities, Inc. and Kovack Advisors, Inc., both based in Fort Lauderdale, Florida.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
KS
03/13/2024 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
NJ
11/08/2023 - 11/27/2023
KOVACK SECURITIES INC. (River Edge NJ)
NJ
01/22/2019 - 10/20/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (River Edge NJ)
NJ
12/01/2006 - 01/23/2019
QUESTAR CAPITAL CORPORATION (RIVER EDGE NJ)
NJ
09/22/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (BOONTON NJ)
NE
08/01/2001 - 08/31/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NE
07/25/2001 - 07/27/2001
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IN
07/08/2000 - 07/27/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
02/10/2000 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
AZ
09/09/1999 - 02/16/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NH
11/13/1989 - 09/08/1999
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
FL
01/17/1986 - 10/17/1989
INVESTACORP, INC. (MIAMI FL)
NA
06/17/1985 - 07/28/1986
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
06/17/1985 - 02/04/1986
EQUICO SECURITIES, INC.
NA
03/27/1985 - 04/19/1985
DESCAP SECURITIES, INC.
NA
02/23/1979 - 09/04/1984
FIRST INVESTORS CORPORATION
IA
Issued 08/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/18/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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