Unclaimed
Louis Pastore is a registered representative and investment advisor representative with LPL Financial LLC. Louis has been in the securities industry since August 2013. Louis is registered in Delaware, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. Louis has passed the Series 6, Series 7, Series 63, Series 65, and SIE exams. Louis previously worked with OSAIC FA, INC. and Equity Services, Inc.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
08/14/2024 - Present
LPL Financial LLC (KING OF PRUSSIA PA)
PA
09/03/2014 - 08/15/2024
OSAIC FA, INC. (BERWYN PA)
PA
08/03/2013 - 09/10/2014
EQUITY SERVICES, INC. (MEDIA PA)
IA
Issued 11/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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