Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Tyler Palazzo is a registered representative with Wells Fargo Clearing Services, LLC. Louis has been in the financial industry for over 10 years. Previously, Louis worked at NYLIFE Securities LLC in Saddle Brook, NJ. Louis holds the Series 63, 66, 7 and SIE licenses. Louis is registered in California, Florida, Kentucky, New Jersey, New York, Pennsylvania and Texas. Louis specializes in portfolio management for individuals and businesses. Louis also provides investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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
NJ
08/07/2024 - Present
Wells Fargo Clearing Services, LLC (OAKHURST NJ)
NJ
12/11/2023 - 05/30/2024
NYLIFE SECURITIES LLC (SADDLE BROOK NJ)
BOTH
Issued 03/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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