Unclaimed
Louis Mohn is a registered representative with Park Avenue Securities LLC in Naples, FL. Louis has been in the securities industry for over 13 years. Louis holds FINRA Series 7 and 66 licenses and is licensed in 18 states. Louis is a skilled financial professional with extensive experience in financial planning, investment management, and educational seminars. Louis provides guidance to individuals, high-net-worth individuals, corporations, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
FL
11/29/2011 - Present
Park Avenue Securities LLC (NAPLES FL)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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