Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Perry is a financial professional with over 20 years of experience in the financial industry. Louis holds Series 7, Series 66 and SIE licenses. Louis is a registered representative with Ameriprise Financial Services, LLC and is licensed to offer investment advisory services in 15 states including Arizona, California, Delaware, District of Columbia, Florida, Louisiana, Minnesota, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. Louis previously worked with AVANTAX INVESTMENT SERVICES, INC. Louis can provide financial planning, portfolio management for individuals and businesses, and pension consulting. Louis has also worked in the consulting industry.
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 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.
1
2
NJ
05/04/2022 - Present
Ameriprise Financial Services, LLC (MOUNT LAUREL NJ)
NJ
11/08/2002 - 12/20/2021
AVANTAX INVESTMENT SERVICES, INC. (BRIGANTINE NJ)
BOTH
Issued 04/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Louis Perry is the right advisor for you? Invested Better is here to help.
