Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Wellmeier is a financial advisor registered with Edward Jones. Louis has over 10 years of experience in the financial industry. Louis is also registered to provide investment advisory services in the state of California. Louis has held previous positions with Northwestern Mutual Investment Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Louis has obtained the Series 7, Series 66, and Series 65 licenses, demonstrating a broad knowledge of the financial markets. Louis's practice is focused on providing financial planning, portfolio management, and other advisory services to individuals, businesses, and families. Louis's commitment to helping clients reach their financial goals is evident in the experience and education they bring to the table.
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
CA
09/20/2023 - Present
Edward Jones (SAN RAFAEL CA)
CA
11/12/2010 - 05/17/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
CA
06/12/2008 - 08/30/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN MATEO CA)
BOTH
Issued 09/18/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2008
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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