Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Lorenzo Eastman is a registered investment advisor representative with BFC Planning, Inc. Louis has been in the securities industry since February 22, 1987. Louis is licensed in Arizona, Florida, Illinois, Indiana, Iowa, Nevada, South Carolina, Virginia and Wisconsin. Louis holds Series 6, 22, 24, 62, 63, and 65 licenses. Louis also holds the Securities Industry Essentials (SIE) license. Louis specializes in financial planning, selection of other advisors, and portfolio management for individuals. Louis has worked for several firms including Continental Capital Investment Services, Inc., Aegon USA Securities Inc., Berthel, Fisher & Company Financial Services, Inc., and Midamerica Management Corporation. Louis has also worked for Community Illinois Investment Services and Community State Bank.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor fee
1
2
IL
12/11/2013 - Present
BFC Planning, Inc. (DIXON IL)
OH
01/02/1998 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
IA
12/21/1995 - 01/01/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
08/06/1987 - 12/31/1995
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
NA
02/23/1987 - 08/25/1987
MIDAMERICA MANAGEMENT CORPORATION
IA
Issued 08/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/13/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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