Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Mancinelli is an investment advisor representative with Cadaret, Grant & Co., Inc. Louis has been in the securities industry since August 6, 1984, and has experience in providing financial planning services to individuals and businesses. Louis has worked for several firms over the years, including Securities America, Inc., Adirondack Trading Group LLC, and TFS Securities, Inc., before joining Cadaret, Grant & Co., Inc. Louis holds the Series 6, 26, and 63 licenses, as well as the SIE exam. Louis is also registered to provide investment advisory services in several states. In addition to investment advisory services, Louis also sells life, health, and long-term care insurance through Highland Capital Brokerage.
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
NJ
08/11/2023 - Present
Cadaret, Grant & CO., Inc. (Branchburg NJ)
NJ
12/15/2015 - 08/22/2023
SECURITIES AMERICA, INC. (BRANCHBURG NJ)
NY
05/10/2012 - 12/16/2015
ADIRONDACK TRADING GROUP LLC (NEW WOODSTOCK NY)
NJ
10/17/2007 - 10/26/2011
TFS SECURITIES, INC. (GREEN BROOK NJ)
NJ
10/12/1993 - 10/11/2007
YOUR MONEY MATTERS BROKERAGE SERVICES, INC. (CLINTON NJ)
NY
02/09/1990 - 10/11/1993
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
10/30/1989 - 02/21/1990
FOCUS II SECURITIES, INC.
NY
11/02/1988 - 11/18/1989
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
09/22/1988 - 11/17/1988
FOCUS SECURITIES, INC.
GA
01/19/1984 - 10/11/1988
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 01/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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