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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Petrillo is a financial advisor with Regal Investment Advisors LLC. Louis has been in the industry since 2007. Louis has also worked at Boenning & Scattergood, Inc., Janney Montgomery Scott LLC, and Cantor Fitzgerald & Co.. Louis is registered in California, Florida, New Jersey, North Carolina, and Pennsylvania. Louis is licensed to provide securities and investment advisory services. Louis specializes in portfolio management for individuals, businesses, and pension consulting. Louis is also experienced with financial planning and educational seminars. Louis has received the Series 6, Series 7, Series 63, and Series 65 licenses.
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.
Third party fees
1
2
NJ
01/17/2018 - Present
Regal Investment Advisors LLC (Audubon NJ)
NJ
01/06/2015 - 01/12/2018
BOENNING & SCATTERGOOD, INC. (CHERRY HILL NJ)
PA
12/02/2013 - 12/12/2014
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
07/11/2012 - 10/10/2013
CANTOR FITZGERALD & CO. (CONSHOHOCKEN PA)
PA
04/03/2009 - 07/05/2012
BOENNING & SCATTERGOOD, INC. (ARDMORE PA)
PA
02/15/2007 - 06/04/2007
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 03/31/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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