Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Addesso is a financial advisor with LPL Financial LLC, located in Melville, NY. Louis has been in the industry since 1999 and has experience with CADARET, GRANT & CO., INC. and GUNNALLEN FINANCIAL, INC. Louis is a registered representative with FINRA and a registered investment advisor representative in New Jersey and New York. Louis holds the Series 63, Series 66, Series 7, Series 24, and SIE licenses. Louis is committed to providing clients with personalized financial planning, investment management, and retirement planning services.
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (MELVILLE NY)
NY
03/30/2010 - 06/04/2019
CADARET, GRANT & CO., INC. (MELVILLE NY)
NY
06/04/2009 - 03/30/2010
GUNNALLEN FINANCIAL, INC (GARDEN CITY NY)
NY
10/07/2005 - 06/08/2009
AXA ADVISORS, LLC (LAKE SUCCESS NY)
NY
01/03/2005 - 09/26/2005
NFB INVESTMENT SERVICES CORP. (MELVILLE NY)
NY
01/02/2004 - 01/03/2005
GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)
CA
05/17/2001 - 01/02/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
10/29/1999 - 04/26/2001
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
10/28/1999 - 10/29/1999
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BOTH
Issued 07/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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