Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Butera is a financial advisor with over 30 years of experience in the industry. Louis currently works for Private Advisor Group, LLC, a firm headquartered in Morristown, New Jersey. Louis is a Certified Financial Planner and holds a Series 6, 7, 63 and 65 licenses.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
02/22/2018 - Present
Private Advisor Group, LLC (Newtown Square PA)
PA
09/07/2004 - 12/11/2012
CUNA BROKERAGE SERVICES, INC. (COLLEGEVILLE PA)
NJ
03/13/2000 - 09/13/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
DE
05/11/1995 - 03/17/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
PA
03/01/1994 - 05/24/1995
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
06/23/1993 - 03/09/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
02/08/1991 - 07/23/1993
MONY SECURITIES CORP. (NEW YORK NY)
WI
10/26/1988 - 02/26/1991
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
WI
10/26/1988 - 02/26/1991
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 10/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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