Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis E Valli is a financial advisor who is actively registered with the state of Pennsylvania as an Investment Advisor Representative (IAR). Louis E Valli has been a registered investment advisor for over 30 years and previously worked at Walnut Street Securities, Inc. Louis E Valli is currently employed by Mariner Wealth. Louis E Valli's current employer, Mariner Wealth, is an advisory firm based in Overland Park, Kansas, with over 700 investment advisors and 132,000 clients. Mariner Wealth provides financial planning, portfolio management, and other financial services to individuals, families, businesses, and institutions. Louis E Valli is an experienced advisor who has a long history of providing investment advice to clients.
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.
Family office services
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.
1
2
PA
10/03/2022 - Present
Mariner Wealth (Pittsburgh PA)
NA
11/22/1989 - 08/04/1993
WALNUT STREET SECURITIES, INC.
IA
Issued 08/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
Not sure Louis Valli is the right advisor for you? Invested Better is here to help.
