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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 Messina is a financial advisor registered with Cetera Investment Advisers LLC. Louis has been in the industry since April 2017 and holds Series 63, 65, 7, and SIE licenses. Louis is also a Certified Financial Planner. Louis previously worked at Voya Financial Advisors, Inc. and Baron Wealth Management, LLC. Cetera Investment Advisers LLC is a registered investment advisor firm with over 104 billion dollars in assets under management. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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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MI
06/29/2023 - Present
Cetera Investment Advisers LLC (TROY MI)
MI
08/10/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TROY MI)
BC
Issued 8/19/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 1/6/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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