Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Derito is a registered investment advisor representative with Avantax Advisory Services. Louis has been in the securities industry since 1999 and has a Series 6, Series 7, Series 63, and Series 65 license. Louis specializes in financial planning, portfolio management, and pension consulting. Louis' firm is a large, well-established financial services firm with a long history of providing financial advice to individual and institutional clients. Louis is a highly experienced and qualified financial advisor who can help you achieve your financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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
1
2
PA
11/08/1999 - Present
Avantax Advisory Services (FEASTERVILLE PA)
IA
Issued 09/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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