Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Lange is a financial advisor registered with Planmember Securities Corp. Louis is a registered investment advisor and holds a Series 66, Series 7TO, Series 99TO and SIE licenses. Louis has been in the financial industry for 10 years. Louis also owns Louis Lange Financial and Insurance Services. Louis has experience working with individual investors, corporations, and pension plans. Louis provides investment supervisory services, financial planning, pension consulting, and educational seminars.
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.
Provides investment supervisory 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.
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CA
03/16/2022 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
09/13/2021 - 02/28/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
BOTH
Issued 02/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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