Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Nazzaro has been an active financial professional since 1997, offering both investment advisory and brokerage services. Louis is currently registered with Osaic Advisory Services, LLC, and is located in Atlanta, Georgia. Louis has previous experience with Northeast Securities, Inc., Lloyd, Scott & Valenti, LTD., H&R Block Financial Advisors, Inc., A. G. Edwards & Sons, Inc. and Westfalia Investments, Inc.. Louis holds Series 7, 63, 65 and 66 licenses as well as the Securities Industry Essentials exam.
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
GA
10/12/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
NY
01/21/2004 - 03/31/2006
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
TX
05/08/2003 - 01/22/2004
LLOYD, SCOTT & VALENTI, LTD. (AUSTIN TX)
MI
01/01/2002 - 05/13/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MO
05/11/1993 - 05/16/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
FL
10/23/1992 - 05/11/1993
WESTFALIA INVESTMENTS, INC. (FORT LAUDERDALE FL)
BOTH
Issued 06/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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