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 Perkins is a financial advisor based in Friendswood, TX. Louis has been in the securities industry since 1990 and is currently registered with Concourse Financial Group Securities, Inc. Louis has a strong track record of providing financial advice to individuals, families, and businesses. Louis is committed to providing his clients with personalized financial planning and investment management services. Louis holds licenses in several states including Texas, California, Colorado, Florida, Georgia, Indiana, Louisiana, Massachusetts, Minnesota, Mississippi, Nebraska, Nevada, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, and Washington. Louis's clients benefit from his experience and expertise in the areas of financial planning, investment management, and insurance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
08/18/2017 - Present
Concourse Financial Group Securities, Inc. (Friendswood TX)
TX
09/02/1997 - 08/29/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (PASADENA TX)
MA
12/11/1992 - 08/29/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
08/29/1990 - 12/14/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
MN
04/18/1990 - 10/31/1990
MIMLIC SALES CORPORATION (ST. PAUL MN)
BC
Issued 04/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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