Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Lish is a financial advisor with over 8 years of experience in the industry. Louis is registered with Weild & Co. and is licensed in Colorado and New York. Louis holds the Series 63, Series 7, Series 82, Series 86, Series 87, Series 99, and SIE licenses. Louis specializes in providing investment advice and wealth management services to individuals and families.
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.
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.
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2
CO
10/23/2014 - Present
Weild & Co. (BOULDER CO)
BC
Issued 12/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2017
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/20/2017
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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