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 Della valle is an investment advisor representative associated with Dakota Wealth, LLC in Palm Beach Gardens, FL. Louis has been in the industry for over 20 years and has experience with a variety of firms, including LPL Financial LLC, Purshe Kaplan Sterling Investments, Inc., and UBS Financial Services Inc. Louis is a Series 63 and Series 65 licensed individual and has also passed the Series 7, SIE and Series 99TO exams. Louis is a member of the Rosedown Condo Board and is actively involved in the financial community.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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.
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MA
01/02/2024 - Present
Dakota Wealth, LLC (Mansfield MA)
MA
11/10/2016 - 07/19/2022
PURSHE KAPLAN STERLING INVESTMENTS (Mansfield MA)
MA
05/31/2011 - 11/30/2016
LPL FINANCIAL LLC (MANSFIELD MA)
MA
05/12/2004 - 06/01/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (BOSTON MA)
IN
05/12/2004 - 05/04/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
05/26/2000 - 05/26/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/10/1996 - 10/20/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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