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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 Robert Civitarese is a financial advisor registered with LPL Financial LLC. Louis has been in the financial services industry since July 12, 2017. Louis provides portfolio management for individuals and businesses. Louis also offers financial planning and educational seminars. Louis has passed the Series 7, Series 66, and Series 63 exams. Louis is also a registered Investment Advisor Representative in the state of Pennsylvania. Louis's previous experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Louis is currently affiliated with LPL Financial LLC and Three Rivers Diversified Capital, LLC.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
05/16/2023 - Present
LPL Financial LLC (BRIDGEVILLE PA)
PA
06/18/2018 - 11/12/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEWICKLEY PA)
TN
08/11/2015 - 08/02/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KNOXVILLE TN)
BC
Issued 04/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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