Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Inglese is a financial advisor with over 27 years of experience in the financial services industry. Louis is currently registered with LPL Financial LLC and is licensed to provide investment advice in several states including California, Delaware, Iowa, Maryland, New Jersey, Pennsylvania, Texas, Virginia, and Washington. Louis has held previous positions at INVEST FINANCIAL CORPORATION, FIRST MONTAUK SECURITIES CORP., SII INVESTMENTS, INC., MIMLIC SALES CORPORATION, and PRUCO SECURITIES CORPORATION. Louis holds Series 6, 7, 24, 63, and 65 licenses and has earned several designations in the field. Louis specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Louis has a strong commitment 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/14/2018 - Present
LPL Financial LLC (CHADDS FORD PA)
PA
10/14/2005 - 02/14/2018
INVEST FINANCIAL CORPORATION (CHADDS FORD PA)
NJ
03/25/1998 - 10/14/2005
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
WI
01/03/1997 - 03/26/1998
SII INVESTMENTS, INC. (APPLETON WI)
MN
01/24/1996 - 01/23/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
NJ
08/24/1995 - 12/19/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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