Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis B Gary is a financial advisor with Raymond James & Associates, Inc. Louis has been in the financial industry since May 6, 2000. Louis has a Series 66, Series 31 and a Series 7 license. Louis is registered in Arkansas, California, Connecticut, Florida, Kentucky, Louisiana, Mississippi, New Jersey, North Carolina, Ohio, Texas. Louis specializes in investment management for individuals, business development companies, insurance companies, charitable organizations, high net worth individuals, pension plans, banking or thrift institutions, state or municipal government entities, corporations or other businesses, and individuals other than high net worth individuals. Louis has previously worked at MORGAN KEEGAN & COMPANY, INC., MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC.
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.
Please see note in schedule d - miscellaneous
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.
1
2
LA
05/10/2013 - Present
Raymond James & Associates, Inc. (LAFAYETTE LA)
LA
01/04/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (LAFAYETTE LA)
LA
06/01/2009 - 12/21/2010
MORGAN STANLEY SMITH BARNEY (LAFAYETTE LA)
LA
04/24/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE LA)
BOTH
Issued 05/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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