Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Monaco is a financial advisor with over 20 years of experience in the industry. Louis currently works with LPL Financial LLC and is registered as a broker-dealer in New Jersey and Texas. Louis also holds a Series 65 license, allowing Louis to provide investment advisory services in New Jersey and Texas. Louis has previously worked with OSAIC WEALTH, INC. and INVESTMENT ADVISORS & CONSULTANTS, INC. and has experience with clients including high-net-worth individuals, corporations, and individuals. Louis specializes in financial planning, investment management, and pension consulting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
07/01/2024 - Present
LPL Financial LLC (HIGH BRIDGE NJ)
NJ
11/29/2006 - 07/05/2024
OSAIC WEALTH, INC. (HIGH BRIDGE NJ)
NJ
02/21/2001 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (HIGH BRIDGE NJ)
IA
Issued 07/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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