Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Anthony Cerullo is a financial advisor with Avantax Advisory Services, based in Niwot, Colorado. Louis has been in the financial services industry since 2009. Louis is registered to provide investment advisory services in Colorado, Maryland and New Jersey. Louis is also registered as a Registered Representative (Series 66) with the state of Colorado. Louis has Series 7 and SIE securities licenses and holds a General Securities Representative (Series 7) license. Louis has previously worked with MetLife Securities Inc. and Edward Jones. Louis has experience working with individuals, corporations, pension and profit-sharing plans and high net worth individuals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CO
08/28/2012 - Present
Avantax Advisory Services (Niwot CO)
CO
12/21/2011 - 06/20/2012
METLIFE SECURITIES INC. (GREENWOOD VILLAGE CO)
CO
07/02/2009 - 08/31/2011
EDWARD JONES (LAFAYETTE CO)
BOTH
Issued 07/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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