Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Joseph Wasilewski is a financial advisor with LPL Financial LLC. Louis has been in the industry since 1999 and has experience with Investment Centers of America, Inc., Midwestern Securities Trading Company, LLC, Raymond James Financial Services, Inc., ABN AMRO Distribution Services (USA), Inc., PFPC Distributors, Inc., and Penn Mutual Equity Services, Inc. Louis holds Series 6, 7, 26, 63, and 66 licenses and the SIE. Louis is currently registered in Arizona, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Minnesota, Nebraska, North Carolina, Ohio, and Texas.
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
IL
06/26/2020 - Present
LPL Financial LLC (HENNEPIN IL)
IL
02/28/2014 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (LADD IL)
IL
12/21/2009 - 02/28/2014
MIDWESTERN SECURITIES TRADING COMPANY, LLC (LADD IL)
IL
03/31/2006 - 12/21/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (NAPERVILLE IL)
ME
01/02/2002 - 03/08/2006
ABN AMRO DISTRIBUTION SERVICES (USA), INC. (PORTLAND ME)
ME
04/07/2000 - 01/02/2002
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
NA
10/16/1989 - 04/23/1990
PENN MUTUAL EQUITY SERVICES, INC.
BOTH
Issued 08/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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