Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Roedersheimer is a financial advisor with over 12 years of experience in the financial industry. Louis has a Series 7, Series 63, and Series 65 license, and is also a Certified Financial Planner. He is currently registered with M Holdings Securities, Inc., where Louis specializes in providing financial planning, portfolio management, and retirement planning services to individuals and families. Louis is passionate about helping his clients achieve their financial goals and is committed to providing them with personalized advice and guidance. Prior to joining M Holdings Securities, Inc., Louis worked at Oppenheimer & Co. Inc. and ProEquities, Inc., where he gained valuable experience in the financial services industry.
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.
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2
KY
02/02/2023 - Present
M Holdings Securities, Inc. (COVINGTON KY)
OH
01/17/2012 - 05/02/2016
OPPENHEIMER & CO. INC. (CINCINNATI OH)
OH
03/03/2011 - 02/10/2012
PROEQUITIES, INC. (CINCINNATI OH)
IA
Issued 02/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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