Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Walsh is a financial advisor at Wells Fargo Advisors Financial Network, LLC in Jacksonville, FL. Louis has been in the financial industry since 1996, with experience at several firms including UBS Financial Services Inc., Deutsche Bank Securities Inc., and Alex. Brown & Sons Incorporated. Louis is a Chartered Financial Analyst and is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. Louis specializes in providing investment consulting services to institutional clients. He offers a wide range of advisory services, including financial planning, pension consulting, and portfolio management.
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.
1
2
FL
08/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Jacksonville FL)
FL
07/29/2013 - 08/03/2023
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
FL
08/23/2002 - 08/06/2013
UBS FINANCIAL SERVICES INC. (JACKSONVILLE FL)
NY
01/13/2001 - 09/04/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
05/08/1996 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
BC
Issued 05/06/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Louis Walsh is the right advisor for you? Invested Better is here to help.
