Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Rendemonti is a financial professional with over 35 years of experience in the financial services industry. Louis is currently registered with Cambridge Investment Research Advisors, Inc. as a Registered Representative. He is also a Registered Investment Advisor and has held previous positions at Park Avenue Securities LLC, Guardian Investor Services Corporation, Northwestern Mutual Investment Services, Inc., Robert W. Baird & Co. Incorporated, SMA Equities, Inc., Lincoln Financial Advisors Corporation, Lincoln National Pension Insurance Company, and The Lincoln National Life Insurance Company. Louis holds the Series 6, 63, and 65 securities licenses, and has earned the Chartered Financial Consultant designation. Louis is dedicated to providing comprehensive financial planning and investment advice to individuals, families, and businesses.
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.
Solicitation fees from 3rd party money managers
1
2
FL
02/09/2021 - Present
Cambridge Investment Research Advisors, Inc. (Bradenton FL)
FL
05/03/1999 - 06/02/2020
PARK AVENUE SECURITIES LLC (LAKEWOOD RANCH FL)
NY
09/19/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
03/12/1992 - 05/22/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
03/12/1992 - 05/22/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
07/29/1988 - 10/18/1991
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
07/29/1988 - 10/18/1991
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
01/14/1986 - 07/29/1988
SMA EQUITIES, INC.
NA
01/17/1984 - 02/20/1986
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
01/17/1984 - 02/20/1986
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
01/17/1984 - 02/19/1986
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
IA
Issued 04/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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