Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis D'angelis is a financial advisor who has been in the industry since 1977. Louis is currently registered with LPL Financial LLC. Louis has a wide range of experience, having previously worked at Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, Paine Webber Incorporated, and Oppenheimer & Co., Inc. Louis offers a variety of services including financial planning, pension consulting, and portfolio management. Louis is dedicated to providing clients with the personalized attention and guidance they need to reach their financial goals.
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.
1
2
NJ
03/19/2020 - Present
LPL Financial LLC (PARAMUS NJ)
NJ
07/02/2004 - 03/16/2010
OPPENHEIMER & CO. INC. (FLORHAM PARK NJ)
FL
01/04/1999 - 07/01/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
09/18/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NJ
01/07/1988 - 09/19/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
06/02/1982 - 02/24/1988
OPPENHEIMER & CO., INC.
NA
11/10/1980 - 06/10/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/31/1980 - 11/13/1980
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
12/05/1977 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 03/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1981
Series 5 - Interest Rate Options Examination
BC
Issued 11/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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