Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Dilello is a financial advisor with over 20 years of experience in the financial services industry. Louis currently holds registrations as a Registered Representative (RR) with D.A. Davidson & Co. and Davidson Investment Advisors, Inc. He is also licensed as an Investment Advisor Representative in the state of Montana. Louis holds a Series 7, Series 63 and Series 65 licenses. Louis has a history with a number of financial services firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and American Skanda Marketing, Inc. Louis is a Chartered Financial Analyst. Louis specializes in working with high net worth individuals, corporations, pension and profit sharing plans, charitable organizations and individuals other than high net worth individuals.
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.
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2
MT
01/03/2017 - Present
D.a. Davidson & Co. (GREAT FALLS MT)
CT
07/18/2001 - 09/30/2003
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NY
03/22/2000 - 07/03/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MT
10/30/1998 - 06/01/1999
D.A. DAVIDSON & CO. (GREAT FALLS MT)
BC
Issued 04/21/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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