Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Celli is a financial advisor who has been in the industry since 2011. Louis is currently registered with J.P. Morgan Securities LLC, where Louis is located in Chicago, Illinois. Previously, Louis was registered with KPMG Corporate Finance LLC and JHCG Securities, LLC. Louis has passed the Series 63, Series 79, Series 82 and SIE exams. Louis is registered with the state of Illinois, as well as 52 other states and jurisdictions. Louis's primary firm, J.P. Morgan Securities LLC, manages more than $50 billion in assets for more than 262,000 clients. Louis's firm offers a wide range of investment services, including financial planning, pension consulting, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
IL
06/27/2022 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
07/02/2015 - 08/15/2018
KPMG CORPORATE FINANCE LLC (CHICAGO IL)
CA
01/14/2011 - 04/14/2014
JHCG SECURITIES, LLC (LOS ANGELES CA)
BC
Issued 08/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 01/13/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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