Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Edward Bordonaro is a financial advisor registered with Osaic Wealth, Inc. Louis has been working in the financial services industry since December 22, 1991 and has a broad range of experience, including portfolio management, financial planning, pension consulting and educational seminars. Louis holds multiple licenses and registrations including Series 7, Series 63, Series 65, Series 24 and the SIE exam. Louis has worked with a number of firms over the course of his career, including SagePoint Financial, Inc., American General Securities Incorporated and USLIFE Equity Sales Corp.
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.
1
2
NY
09/01/2023 - Present
Osaic Wealth, Inc. (WASHINGTON NY)
NY
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WASHINGTON NY)
NY
10/01/1997 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (WASHINGTON NY)
NY
12/23/1991 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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