Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Carmen Flamino is an Investment Adviser Representative for Lido Advisors, LLC and IDB Lido Wealth, LLC, a joint venture between Lido Advisors, LLC and IDB New York. Louis has been in the industry for over 20 years and holds Series 3, 7, 63 and 65 licenses, as well as the SIE exam. Louis has previously worked for Foreside Fund Services, LLC in Portland, ME, Rafferty Capital Markets, LLC in Garden City, NY and Dean Witter Reynolds Inc. in Purchase, NY. Currently, Louis is active in Arizona, California, Florida and Texas and is inactive in other states.
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 02/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2014
Series 3 - National Commodity Futures Examination
BC
Issued 05/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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