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 Chomo is an investment advisor representative at Latitude Advisors, LLC. Louis has been in the financial services industry since 2001. Louis is a Certified Financial Planner and holds the Series 6, Series 63 and SIE securities licenses. Louis is registered with the state of Pennsylvania, Florida, New Jersey and Virginia. Louis previously worked at Medallion Investment Services, Inc. Louis specializes in providing financial planning, pension consulting and portfolio management services to individuals, corporations and pension and profit sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party referral fees
1
2
PA
11/02/2009 - Present
Latitude Advisors, LLC (ALLENTOWN PA)
PA
02/08/2001 - 11/05/2009
MEDALLION INVESTMENT SERVICES, INC. (ALLENTOWN PA)
BC
Issued 02/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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