Unclaimed
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 a financial advisor registered with Cetera Investment Advisers LLC, based in Melville, NY. Louis has over 7 years of experience in the financial services industry, having previously worked at North Ridge Securities Corp. Louis holds Series 7, 24, 63, and 65 licenses, as well as the SIE exam. Louis provides financial planning, portfolio management, pension consulting, and educational seminars to a wide range of clients. He is also a notary public.
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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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 9/8/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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