Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Feinberg is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Louis has been in the securities industry since 2015. Louis is a Series 7, 24, 63 and 66 licensed representative and is registered with the states of Alaska, Arizona, Florida, Idaho, Kentucky, New Mexico, Oregon, Texas, and Washington. Louis was previously registered with Fifth Third Securities, Inc., Lincoln Investment, and Fidelity Brokerage Services LLC. Louis has experience in portfolio management for businesses and individuals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
WA
10/16/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLEVUE WA)
KY
11/29/2018 - 09/19/2023
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
OH
10/04/2016 - 11/21/2018
LINCOLN INVESTMENT (CINCINNATI OH)
KY
07/20/2015 - 06/30/2016
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 8/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/1/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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