Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Francois Batmale is a financial advisor registered with LPL Financial LLC and Alders Financial Solutions. Louis has been working in the financial services industry since January 2000 and has a combined state and product exam count of 4. Louis is registered as a registered representative in 35 states and 2 IA states.
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.
Consulting and other non-discretionary advisory services
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
CA
08/10/2009 - Present
LPL Financial LLC (NOVATO CA)
CA
11/22/2004 - 01/30/2006
M HOLDINGS SECURITIES, INC. (MILL VALLEY CA)
IN
01/08/2002 - 12/07/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
01/07/2000 - 12/07/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BOTH
Issued 02/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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