Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Albin Woodbeck is an Investment Advisor Representative, registered in North Carolina. Louis is currently employed by IP Financial Advisory Services LLC, a firm that provides consulting services to qualified retirement plans and portfolio management for individuals and businesses. Louis has been in the financial services industry for over 10 years and has a Series 65, Series 26, Series 99TO, Series 6TO, and SIE. Louis specializes in financial planning and investment advisory services. Louis is dedicated to helping clients achieve their financial goals.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
10/17/2022 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
IA
Issued 10/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/27/2024
Series 99TO - Operations Professional Examination
BC
Issued 06/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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