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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 Iovannone is an Investment Advisor Representative at Malvern Capital Management. Louis has been in the financial services industry for over 20 years. Louis has extensive experience in providing financial advice and investment management services to a diverse range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Louis holds both Series 6 and Series 7 securities licenses as well as Series 24 and Series 27 principal licenses. Louis is also a Registered Investment Advisor in the state of Pennsylvania. Louis is committed to providing personalized and comprehensive financial planning services to help clients achieve 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.
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.
Outsourced cio 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.
A percentage of the total value of assets under management is charged.
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2
PA
08/23/2019 - Present
Malvern Capital Management (MALVERN PA)
PA
01/31/2012 - 04/18/2013
HAND SECURITIES, INC (HUNTINGDON VALLEY PA)
PA
07/13/2007 - 12/31/2011
THE INVESTMENT CENTER, INC. (HUNTINGTON VALLEY PA)
PA
09/14/1999 - 07/16/2007
WHARTON EQUITY CORPORATION (HUNTINGDON VALLEY PA)
DE
01/06/1999 - 08/29/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
05/03/1999 - 07/21/1999
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
10/29/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CT
11/18/1997 - 10/29/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 12/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 02/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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