Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Perfetti is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Louis has been in the financial services industry since November 2005. Louis has a Series 6, 7, 3, 63, and 65 securities license, as well as a Series 65 investment advisor license. Louis holds the Certified Financial Planner designation. Louis has an active registration in 41 states, as well as the District of Columbia and is currently associated with the Linwood, NJ branch office. Louis has experience working with a wide range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Louis provides financial planning, portfolio management, and investment consulting services to his 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.
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.
Investment consulting services to institutional clients
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.
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2
NJ
05/16/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LINWOOD NJ)
NJ
09/11/2006 - 05/16/2024
WELLS FARGO CLEARING SERVICES, LLC (LINWOOD NJ)
NJ
11/02/2005 - 08/23/2006
METLIFE SECURITIES INC. (MAYS LANDING NJ)
NJ
11/02/2005 - 08/23/2006
METROPOLITAN LIFE INSURANCE COMPANY (MAYS LANDING NJ)
IA
Issued 01/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 3 - National Commodity Futures Examination
BC
Issued 09/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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