Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Tomasella is an investment advisor representative at Raymond James Financial Services Advisors, Inc. Louis has been in the financial industry since October 30, 2000. Louis is registered with FINRA and has been a registered investment advisor representative in New Jersey since January 2, 2009. Louis has passed the Series 7, Series 66 and SIE exams. Louis's other business activities include working as a sole member/manager of LCT Wealth Management, LLC and as a financial advisor for Axia Financial Advisors. Louis provides portfolio management for businesses and individuals, financial planning, pension consulting, and educational seminars. Louis also provides hourly and fixed rate consultations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ROCHELLE PARK NJ)
NY
10/31/2000 - 07/30/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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