Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Crafa is a financial advisor in Raleigh, NC. Louis is registered with Wells Fargo Advisors Financial Network, LLC and has been in the industry since March 16, 1984. Louis has been with Wells Fargo Advisors Financial Network, LLC since February 2022. Previously, Louis was registered with Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, PaineWebber Incorporated, Kidder, Peabody & Co. Incorporated, MML Investors Services, Inc., and Home Life Equity Sales Corp.. Louis has passed the Series 6, Series 7, Series 63, and Series 65 exams. Louis specializes in retirement planning, insurance, mutual funds, fixed income, and alternative investments.
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.
Investment consulting services to institutional clients
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.
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2
NC
02/10/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WILMINGTON NC)
NC
07/01/2003 - 02/10/2022
WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON NC)
NY
07/03/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/28/1995 - 07/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/19/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NJ
10/08/1985 - 09/17/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
05/03/1985 - 10/21/1985
MML INVESTORS SERVICES, INC.
NA
02/09/1984 - 03/27/1985
HOME LIFE EQUITY SALES CORP.
IA
Issued 07/02/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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