Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Dante Memmolo is a financial advisor who has been in the industry for over 20 years. Louis is currently registered with Osaic Wealth, Inc. and provides a range of services, including financial planning, pension consulting, and portfolio management. Louis has a strong track record of working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
DE
10/10/2018 - Present
Osaic Wealth, Inc. (WILMINGTON DE)
PA
01/12/2004 - 05/09/2008
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
MN
07/05/2001 - 12/31/2001
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MN
01/01/1998 - 07/09/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
NC
03/17/1997 - 06/19/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
06/21/1993 - 04/03/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
03/11/1992 - 03/18/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/11/1992 - 03/18/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
09/24/1987 - 01/02/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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