Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Cuttitta is a financial advisor with Osaic Wealth, Inc. Louis holds the Series 7TO, Series 63, and SIE licenses and has been active in the industry since 2022. Louis's current firm, Osaic Wealth, Inc., is a registered investment advisor with offices in Scottsdale, AZ. Osaic Wealth, Inc. serves a wide variety of clients including individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. They are committed to providing a personalized and comprehensive approach to financial planning and investment management. Louis's focus on providing comprehensive financial advice for a variety of client needs, including financial planning and investment management, can provide value to clients seeking a trusted partner in their financial journey.
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.
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
10/19/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
03/27/2023 - 11/02/2023
MORGAN WILSHIRE SECURITIES, INC. (GARDEN CITY NY)
BC
Issued 11/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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