Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Henry Lobe is a financial advisor with SPC. Louis has been in the financial services industry since January 14, 2001. Louis currently holds Series 7 and Series 66 securities licenses. Louis is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide financial services in Alabama, California, Florida, Georgia, Illinois, Iowa, Maine, Maryland, Michigan, Mississippi, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Louis previously worked for Commonwealth Financial Network and Waddell & Reed, Inc.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
01/03/2006 - Present
SPC (ANN ARBOR MI)
GA
03/21/2003 - 12/31/2005
COMMONWEALTH FINANCIAL NETWORK (LILBURN GA)
KS
01/12/2001 - 03/24/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 01/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Louis Lobe is the right advisor for you? Invested Better is here to help.
