Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Mitchell Shinaman is a financial advisor with Destiny Wealth Partners, LLC, a firm headquartered in Tavares, Florida. Louis has been in the financial services industry since 1996 and has a broad range of experience. Louis has the Series 65 and Series 63 licenses. Louis is also a Chartered Financial Consultant (ChFC). Louis works with high net worth individuals and individuals other than high net worth. Louis also provides financial planning, pension consulting, and selection of other advisers services.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Flat fee
1
2
FL
07/05/2017 - Present
Destiny Wealth Partners, LLC (Winter Park FL)
FL
03/14/2011 - 10/04/2016
PURSHE KAPLAN STERLING INVESTMENTS (TAVARES FL)
FL
12/16/2010 - 12/22/2010
SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
12/15/2008 - 04/01/2010
BROKERSXPRESS LLC (OVIEDO FL)
FL
10/19/2007 - 12/12/2008
EMPIRE FINANCIAL GROUP, INC. (OVIEDO FL)
FL
09/23/2005 - 10/19/2007
POINTE CAPITAL, INC. (SANFORD FL)
FL
03/15/2004 - 09/23/2005
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
CT
05/29/2002 - 04/02/2004
ADVEST, INC. (HARTFORD CT)
SC
06/04/1996 - 05/21/2002
SOUTHERN FINANCIAL GROUP, INC. (COLUMBIA SC)
IA
Issued 04/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/07/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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