Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Deleguardia is a financial advisor with over 25 years of experience in the industry. Louis has been with Edward Jones since 2009. Louis holds Series 7 and Series 66 licenses and is registered to provide investment advice in several states, including Michigan and Texas. Louis has also previously worked with a number of other firms including Fifth Third Securities, Thrivent Investment Management, and Old Kent Financial Advisors.
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.
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.
See schedule d - miscellaneous
1
2
MI
12/06/2018 - Present
Edward Jones (FREMONT MI)
MI
08/27/2007 - 07/02/2009
FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)
MI
11/17/2006 - 08/09/2007
THRIVENT INVESTMENT MANAGEMENT INC. (FREMONT MI)
IL
03/16/2004 - 04/08/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
05/02/2001 - 05/27/2003
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MI
01/07/1997 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
MN
02/07/1994 - 12/31/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/07/1994 - 12/31/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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