Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Ciliberti is a financial advisor with Concurrent Investment Advisors, LLC. Louis has been in the financial industry since 1991. Concurrent Investment Advisors, LLC is a Registered Investment Advisor with offices in Plainview, NY and Tampa, FL. The firm has approximately $1 billion to $10 billion in assets under management and serves individuals, corporations, and other businesses. Louis Ciliberti holds FINRA Series 6, 7, 63 and SIE licenses as well as Series 99TO. He is also a Certified Financial Planner and Chartered Financial Consultant.
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.
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.
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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NY
11/29/2024 - Present
Concurrent Investment Advisors, LLC (Plainview NY)
NY
07/21/2014 - 09/11/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Plainview NY)
NY
08/08/2008 - 07/22/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
11/17/2006 - 08/08/2008
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
06/10/2004 - 11/15/2006
PARK AVENUE SECURITIES LLC (MELVILLE NY)
CT
02/25/1993 - 06/11/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NY
01/14/1991 - 12/10/1992
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 09/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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