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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Levy is an active investment advisor representative with Cetera Investment Advisers LLC. Louis has been in the industry for over 7 years. Louis is registered with FINRA and has a Series 7, Series 24, Series 63 and Series 65 licenses. Louis is also a registered investment advisor in New York and Texas. Previously, Louis was registered with North Ridge Securities Corp. Louis is an experienced advisor who provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Louis also provides fixed insurance services through various companies. Louis has provided services to individuals, high net worth individuals, insurance companies, banking or thrift institutions, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (MELVILLE NY)
NY
04/13/2016 - 02/04/2019
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
IA
Issued 09/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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