Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Leon Kline is a financial advisor with over 27 years of experience in the industry. Louis is currently registered with Cambridge Investment Research Advisors, Inc. in Massachusetts and Texas and holds the following licenses: Series 6, 7, 24, 26, 65 and 66. Louis has previously been registered with Lincoln Financial Advisors Corporation, Tower Square Securities, Inc., AXA Advisors, LLC, CitiStreet Equities LLC, American Skandia Marketing, Inc., and Copeland Equities, Inc. Louis specializes in providing financial planning, portfolio management, and investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
02/12/2025 - Present
Cambridge Investment Research Advisors, Inc. (Franklin MA)
MA
07/05/2007 - 08/01/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (FRANKLIN MA)
MA
06/19/2006 - 05/29/2007
TOWER SQUARE SECURITIES, INC. (WORCESTER MA)
MA
04/12/2006 - 05/31/2006
AXA ADVISORS, LLC (WELLESLEY MA)
MA
04/24/2000 - 12/31/2005
CITISTREET EQUITIES LLC (NEEDHAM MA)
CT
10/01/1999 - 03/23/2000
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NJ
01/12/1996 - 09/22/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 12/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/30/1996
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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