Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Esposito is a financial advisor with Cadaret, Grant & CO., Inc. Louis has been in the industry since 2005 and has a Series 7, Series 31 and SIE. Louis has been with Cadaret, Grant & CO., Inc. since 2023. Louis has experience with Woodbury Financial Services, Inc., HSBC Securities (USA) Inc., and Citigroup Global Markets Inc. Louis specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Louis is registered to provide investment advisory services in Colorado, Delaware, Florida, Georgia, New Jersey, New York, North Carolina, Pennsylvania, and Virginia.
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
NJ
05/18/2023 - Present
Cadaret, Grant & CO., Inc. (Brick NJ)
NJ
04/08/2010 - 05/19/2023
WOODBURY FINANCIAL SERVICES, INC. (BRICK NJ)
NJ
06/16/2008 - 11/11/2009
HSBC SECURITIES (USA) INC. (MORRISTOWN NJ)
NJ
07/22/2005 - 06/03/2008
CITIGROUP GLOBAL MARKETS INC. (NEW BRUNSWICK NJ)
BOTH
Issued 09/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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