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. Olerio is a financial advisor with Park Avenue Securities LLC. Louis has been in the financial services industry since July 1983 and has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Louis offers a range of financial services including financial planning, educational seminars, and portfolio management for individuals. Louis has a strong commitment to providing clients with personalized service and guidance to help them achieve their financial goals.
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.
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
07/27/2015 - Present
Park Avenue Securities LLC (MIDDLETON MA)
NH
09/04/1998 - 01/12/2015
METLIFE SECURITIES INC. (EXETER NH)
NH
09/04/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (EXETER NH)
NJ
02/21/1982 - 04/09/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/01/1983 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 06/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2003
Series 24 - General Securities Principal Examination
BC
Issued 08/27/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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