Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Petrucco is a financial professional with over 20 years of experience in the industry. Louis has a broad range of experience working with individuals, families, and businesses. Louis currently works at Cuso Financial Services, LP, where Louis is registered as a Registered Representative. Prior to this, Louis worked at Citizens Securities, Inc., Securian Financial Services, Inc., Comerica Securities, Linsco/Private Ledger Corp., Charter One Securities, Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Louis is a licensed securities professional holding the Series 6, 7, 24, 63, and 65 licenses, as well as the SIE. Louis provides a wide range of financial advisory services, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
MI
04/10/2018 - Present
Cuso Financial Services, LP (LIVONIA MI)
MI
10/20/2017 - 04/09/2018
CITIZENS SECURITIES, INC. (LIVONIA MI)
MI
05/31/2017 - 10/16/2017
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
03/28/2006 - 11/30/2016
COMERICA SECURITIES (DETROIT MI)
MI
05/26/2004 - 02/21/2006
COMERICA SECURITIES (REDFORD MI)
SC
08/07/2003 - 06/09/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OH
05/22/2001 - 08/04/2003
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NA
01/15/1992 - 06/30/1994
JOHN HANCOCK DISTRIBUTORS, INC.
NA
01/15/1992 - 06/30/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
IA
Issued 02/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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