Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Perraut is a financial advisor with Osaic Wealth, Inc. Louis has been in the industry since June 10, 2018 and has experience in both investment advisory and brokerage services. Louis holds the Series 7, SIE, and Series 66 licenses. Louis is also a Certified Financial Planner. Louis is registered to provide investment advisory services in Michigan and Texas, and is also registered to provide brokerage services in Colorado, Florida, Illinois, Indiana, Michigan, Nevada, North Carolina, and Tennessee. Louis’s practice at Osaic Wealth, Inc. focuses on helping individuals, families, and businesses with their financial planning needs. Louis has experience in providing a variety of financial services, including retirement planning, college savings planning, estate planning, and insurance planning.
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
MI
11/13/2024 - Present
Osaic Wealth, Inc. (SOUTHFIELD MI)
MI
06/11/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
BOTH
Issued 07/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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