Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Deppas is a financial advisor with over 30 years of experience in the industry. Louis is currently registered with Lincoln Investment and Capital Analysts. Louis has a Series 6, Series 63, and SIE licenses. Louis has worked with a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Louis is a passionate advocate for his clients and is committed to helping them achieve their financial goals. Louis provides a wide range of financial services, including financial planning, portfolio management, and retirement planning. Louis is a valuable resource for individuals and families seeking comprehensive financial guidance.
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.
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.
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
03/25/2021 - Present
Lincoln Investment (Lakewood NY)
NY
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (Lakewood NY)
FL
08/25/1988 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
BC
Issued 08/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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