Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Friedman is a financial advisor with over 20 years of experience in the industry. Louis is registered with Kestra Advisory Services, LLC and has a Series 6, 63, and 65 license. Louis has a strong track record of helping clients achieve their financial goals. Louis specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisers. Louis also has experience working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations and other businesses, and individuals other than high-net-worth. Previously, Louis was registered with NFP Securities, Inc. Louis is committed to providing his clients with personalized service and sound financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
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MD
04/18/2016 - Present
Kestra Advisory Services, LLC (TIMONIUM MD)
MD
12/04/2000 - 07/16/2004
NFP SECURITIES, INC. (TIMONIUM MD)
IA
Issued 01/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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