Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Lograsso is an investment advisor representative with Janney Montgomery Scott LLC. Louis has been in the industry since 1992. Louis is registered in multiple states, including New Jersey and Texas. Louis has a variety of product and state exam licenses. Louis has worked with several firms in the past including Merrill Lynch, Pierce, Fenner & Smith Incorporated and D. H. Blair & Co., Inc.
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.
Fee plus commission
1
2
NJ
08/14/2023 - Present
Janney Montgomery Scott LLC (Montvale NJ)
NJ
11/29/1991 - 08/18/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NY
04/24/1990 - 11/08/1991
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 09/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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