Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Orazio is a financial advisor with over 10 years of experience in the industry. Louis has worked for several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, AXA Advisors, LLC, and National Planning Corporation. Louis is currently affiliated with Commonwealth Financial Network as a Registered Representative and Investment Advisor Representative. Louis holds several licenses, including Series 7, Series 66, and Series 24. Louis is also a Certified Financial Planner. Louis specializes in providing financial advice to individuals and families, including retirement planning, investment management, and estate planning. Louis is committed to providing his clients with personalized financial advice that is tailored to their individual needs and goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2021 - Present
Commonwealth Financial Network (Suffern NY)
NY
04/29/2016 - 11/03/2017
NATIONAL PLANNING CORPORATION (SUFFERN NY)
PA
11/19/2014 - 04/25/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
PA
01/28/2014 - 10/23/2014
AXA ADVISORS, LLC (BALA CYNWYD PA)
NY
12/11/2013 - 12/24/2013
NATIONAL PLANNING CORPORATION (HAUPPAUGE NY)
BOTH
Issued 02/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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