Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Larosa is a financial professional with experience in the financial services industry. Louis is currently registered with Cuso Financial Services, LP and is located in Charlotte, North Carolina. Louis is also licensed in the state of North Carolina. Louis holds Series 7TO, Series 99TO, Series 6TO, and SIE licenses. Louis has worked for several firms, including TIAA-CREF Individual & Institutional Services, LLC, LPL FINANCIAL LLC, and WELLS FARGO CLEARING SERVICES, LLC. Louis specializes in providing financial planning and portfolio management services to individual clients.
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.
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
NC
08/29/2024 - Present
Cuso Financial Services, LP (Indian Trail NC)
NC
11/06/2023 - 06/10/2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
SC
05/11/2023 - 08/02/2023
LPL FINANCIAL LLC (FORT MILL SC)
NC
09/02/2022 - 04/18/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BOTH
Issued 08/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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