Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Zaccaro has been in the financial industry since 1993, working for numerous firms before joining Osaic Wealth, Inc. in 2024. Louis is a registered representative with FINRA, and holds Series 7 and 63 licenses. He also holds a Series 65 license, making him a registered investment advisor. His experience spans a wide range of financial services, including investment advisory, portfolio management, financial planning, and insurance. Louis is committed to providing comprehensive financial guidance and solutions to individuals, families, businesses, and charitable organizations.
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
01/19/2024 - Present
Osaic Wealth, Inc. (RIVER EDGE NJ)
NJ
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RIVER EDGE NJ)
NJ
06/09/2016 - 03/01/2019
QUESTAR CAPITAL CORPORATION (RIVER EDGE NJ)
NJ
07/03/2014 - 07/08/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (RIVER EDGE NJ)
NJ
11/07/2011 - 07/21/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (PARAMUS NJ)
NJ
11/08/2005 - 11/30/2011
H. BECK, INC. (RIVER EDGE NJ)
CA
12/02/2002 - 08/26/2005
DUNHAM AND ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
NJ
11/02/2001 - 12/03/2002
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NJ
10/18/1999 - 11/01/2001
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
TX
02/16/1999 - 10/19/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
FL
10/16/1997 - 02/26/1999
WERBEL-ROTH SECURITIES, INC. (BOCA RATON FL)
NJ
01/18/1996 - 10/28/1997
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
NJ
01/02/1996 - 08/05/1997
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
NJ
11/22/1994 - 12/31/1995
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
NY
08/19/1994 - 11/04/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
03/02/1993 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/05/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
IA
Issued 11/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/8/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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