Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Orgera is a financial advisor registered with Level Four Advisory Services. Louis has been in the financial services industry since 1994, with experience at several firms including Mid-Atlantic Securities, Inc. and Raymond James Financial Services, Inc. Louis has a strong background in investment advising, financial planning, and retirement planning. Louis holds the Series 6, 7, and SIE licenses, and is also a Certified Financial Planner. Louis specializes in providing financial planning and advisory services to individuals, families, corporations, and retirement plans. Louis' commitment to providing personalized and professional service is evident in their long-standing relationships with clients.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
NY
10/14/2022 - Present
Level Four Advisory Services (GREAT NECK NY)
NY
11/15/2005 - 10/31/2022
MID-ATLANTIC SECURITIES, INC. (GREAT NECK NY)
FL
01/05/2004 - 10/27/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
10/23/2002 - 06/26/2003
MAXIM GROUP LLC (NEW YORK NY)
NY
10/29/1999 - 10/23/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
09/29/1994 - 10/29/1999
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BC
Issued 12/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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