Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis M. Ellis is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors. Louis has been in the industry since March 29, 2022. Louis Ellis is registered in 53 states, including Massachusetts, New Hampshire, and Texas. Louis Ellis has passed the Series 66, Series 63, Series 7TO, and SIE exams.
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.
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.
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2
MA
07/09/2024 - Present
Fidelity Personal AND Workplace Advisors (SOMERVILLE MA)
BOTH
Issued 06/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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