Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Ferrelli is a financial professional with over 30 years of experience in the industry. Louis has a diverse background having worked for several firms including Securities America, Inc., Woodbury Financial Services, Inc., and FSC Securities Corporation. Louis's current role is with Osaic Wealth, Inc. Louis holds licenses in Massachusetts and New Jersey, along with the Series 63, Series 7, Series 24, and SIE exams. Louis provides a variety of advisory services, including financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
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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2
AZ
11/14/2022 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
11/14/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
11/15/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
11/14/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
11/14/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/14/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MA
11/02/2018 - 05/03/2022
ROYAL ALLIANCE ASSOCIATES, INC. (BOSTON MA)
MA
04/13/2011 - 11/02/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/01/2013 - 01/07/2016
SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)
RI
10/23/2009 - 03/17/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
MA
10/09/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
CA
09/14/2007 - 10/10/2007
SCF SECURITIES, INC. (SAN DIEGO CA)
MA
01/12/1998 - 09/30/2005
L.A. FERRELLI & CO. (REVERE MA)
MA
01/05/1995 - 12/11/1997
CANTELLA & CO., INC. (MALDEN MA)
MA
03/16/1993 - 01/03/1995
G.R. STUART & COMPANY, INC. (MAYNARD MA)
NA
09/21/1992 - 03/16/1993
FINANCIAL SECURITIES NETWORK,INC.
NY
06/18/1991 - 09/10/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/29/1990 - 06/18/1991
JESUP, JOSEPHTHAL & CO., INC.
NA
04/17/1990 - 05/29/1990
JOSEPHTHAL & CO., INCORPORATED
NY
02/11/1988 - 04/19/1990
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
08/19/1987 - 02/20/1988
L. F. ROTHSCHILD & CO. INCORPORATED
NA
10/05/1984 - 09/02/1987
SHEARSON LEHMAN BROTHERS INC.
NA
11/19/1981 - 09/10/1984
FIRST JERSEY SECURITIES, INC.
BC
Issued 11/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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