Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Fiumara is a financial professional with over 25 years of experience in the industry. Louis is currently registered with Janney Montgomery Scott LLC, a firm that has been in business for over 100 years. Prior to joining Janney Montgomery Scott LLC, Louis held positions at Foresters Financial Services, Inc. and Alliance Fund Distributors, Inc. Louis holds a variety of licenses and certifications, including the Series 6, Series 26 and Series 99TO. Louis is committed to providing his clients with comprehensive financial planning and investment advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
10/20/2021 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
NJ
03/21/2006 - 06/02/2020
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
TN
08/14/1989 - 03/24/2000
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
BC
Issued 05/02/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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