Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Mammana is a financial advisor with Next Financial Group, Inc., with a long history in the financial services industry. Louis has been registered with the Securities and Exchange Commission (SEC) since 2011. Louis holds several licenses including Series 66, Series 7 and the SIE. Louis also earned the Certified Financial Planner™ designation. Louis has worked for several firms including Valley National Investments, Inc. and LPL Financial LLC before joining Next Financial Group, Inc. Louis is currently licensed in several states including Maryland, New Jersey, Pennsylvania, and Tennessee. Louis is committed to helping clients achieve their financial goals through financial planning, portfolio management, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
PA
04/10/2017 - Present
Next Financial Group, Inc. (ALLENTOWN PA)
PA
07/11/2014 - 04/19/2017
LPL FINANCIAL LLC (EASTON PA)
PA
11/16/2011 - 07/11/2014
VALLEY NATIONAL INVESTMENTS, INC. (BETHLEHEM PA)
BOTH
Issued 01/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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