Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis MacLoskey is a financial advisor with over 40 years of experience in the industry. Louis is currently registered with Cambridge Investment Research Advisors, Inc. and has also previously held positions with several other firms, including Mutual Service Corporation, Lincoln Investment Planning, Inc., and Financial Planners of the Palm Beaches Securities, Inc. Louis is registered as an Investment Advisor Representative in Florida.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
01/01/2025 - Present
Cambridge Investment Research Advisors, Inc. (WEST PALM BEACH FL)
FL
06/29/1989 - 06/29/2007
MUTUAL SERVICE CORPORATION (WEST PALM BEACH FL)
PA
10/19/1992 - 12/31/1992
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NA
08/03/1981 - 10/19/1989
FINANCIAL PLANNERS OF THE PALM BEACHES SECURITIES, INC.
NA
07/17/1986 - 10/12/1987
EASTER KRAMER GROUP SECURITIES, INC.
NA
02/14/1980 - 09/01/1981
MAIN STREET MANAGEMENT COMPANY
NA
08/19/1970 - 02/07/1980
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 07/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1982
Series 24 - General Securities Principal Examination
BC
Issued 05/05/1981
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/02/1981
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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