Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Robertson is a financial advisor with over 30 years of experience in the financial services industry. Louis is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 24, 26, and 63 licenses. Louis is registered with LPL Financial LLC and Robertson Advisory, Inc. Louis provides financial planning, investment advisory, and insurance services to individuals, families, and businesses. Louis has a strong commitment to helping clients achieve their financial goals.
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.
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2
FL
04/01/2016 - Present
LPL Financial LLC (DELAND FL)
FL
09/18/1992 - 09/08/2009
MUTUAL SERVICE CORPORATION (DELAND FL)
IN
01/16/1991 - 09/14/1992
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/16/1991 - 09/14/1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
02/06/1990 - 07/01/1991
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 04/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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