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Louis Ehrlich

Truist Investment Services, Inc.

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About Louis Ehrlich

Louis Ehrlich has been working in the financial services industry since 1994. Louis is currently registered with Truist Investment Services, Inc. in Orlando, Florida. Louis is also registered with the Securities and Exchange Commission. Louis has held previous positions at ScotTrade, Inc., Metlife Securities Inc., E*TRADE Securities LLC, SunTrust Securities, Inc., New World Securities, Inc., Brown & Company Securities Corporation, Discover Brokerage Direct, Inc., Thomas F. White & Co., Incorporated, Charles Schwab & Co., Inc., and A. G. Edwards & Sons, Inc.

Firm Information

Louis Ehrlich is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Louis Ehrlich’s Registration & Firm History

FL

08/25/2014 - Present

Truist Investment Services, Inc. (ORLANDO FL)

FL

07/30/2008 - 06/25/2014

SCOTTRADE, INC. (OVIEDO FL)

FL

11/07/2007 - 07/09/2008

METLIFE SECURITIES INC. (ORLANDO FL)

FL

06/21/2006 - 01/30/2007

E*TRADE SECURITIES LLC (ORLANDO FL)

GA

05/05/2003 - 03/04/2005

SUNTRUST SECURITIES, INC. (ATLANTA GA)

NY

07/05/2001 - 02/15/2002

NEW WORLD SECURITIES, INC. (GARDEN CITY NY)

MA

06/25/1997 - 06/01/2001

BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)

CA

05/24/1996 - 06/26/1997

DISCOVER BROKERAGE DIRECT, INC. (SAN FRANCISCO CA)

CA

09/09/1994 - 06/17/1996

THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)

TX

10/26/1993 - 08/04/1994

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MO

04/03/1991 - 10/19/1993

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NA

10/22/1990 - 01/16/1991

J. W. GANT & ASSOCIATES, INC.

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Licenses & Designations

BC

Issued 12/04/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Louis Ehrlich.
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