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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Desio is an active Investment Advisor Representative at MML Investors Services, LLC in Tampa, Florida. Louis has been in the industry since 2009 and is licensed in several states, including Florida, California, Georgia, Hawaii, Michigan, New Jersey and South Carolina. Louis has passed multiple exams, including the Series 6, Series 63, and Series 65 exams, along with the SIE. Louis Joseph Desio provides financial planning, pension consulting, educational seminars, and asset allocation programs. Louis's firm offers a range of investment products and services, including portfolio management for individuals and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
01/06/2022 - Present
MML Investors Services, LLC (TAMPA FL)
IA
Issued 12/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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