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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Flamino is an Investment Adviser Representative of both Lido Advisors, LLC and IDB Lido Wealth, LLC. Louis Flamino is only employed and compensated by Lido Advisors, LLC, but performs similar services for IDB Lido Wealth, LLC by virtue of a services agreement between the two entities. Louis Flamino has been in the industry since 1998 and is licensed in Arizona, California, Florida and Texas. Louis Flamino is a Series 65, Series 3, Series 7 and Series 63 licensed professional. Louis Flamino provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Louis Flamino also provides financial planning, educational seminars, and selection of other advisers.
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.
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.
Strategic management for diversified investment portfolios.
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
01/11/2019 - Present
Lido (Scottsdale AZ)
ME
07/24/2013 - 12/31/2015
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NY
12/13/2000 - 07/26/2013
RAFFERTY CAPITAL MARKETS, LLC (GARDEN CITY NY)
NY
05/21/1998 - 02/16/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 2/4/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 5/16/2014
Series 3 - National Commodity Futures Examination
BC
Issued 5/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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