Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis William Pasquale is a financial advisor with over 25 years of experience in the industry. Louis is currently registered with Fidelity Personal And Workplace Advisors and has previously held positions with firms like Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Louis has a strong track record of helping individuals and families achieve their financial goals and provides a wide range of financial services including financial planning, educational seminars and portfolio management. Louis is a CERTIFIED FINANCIAL PLANNER™ and has a broad array of licenses and certifications.
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.
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
NY
05/06/2022 - Present
Fidelity Personal AND Workplace Advisors (ROSLYN NY)
NY
06/29/2018 - 10/08/2021
CHARLES SCHWAB & CO., INC. (Lake Grove NY)
NY
10/12/2005 - 06/22/2018
FIDELITY BROKERAGE SERVICES LLC (LAKE GROVE NY)
IL
10/05/2004 - 08/18/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
06/26/2002 - 03/22/2004
SCHONFELD SECURITIES, LLC (JERICHO NY)
MN
06/26/1998 - 02/15/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/26/1998 - 02/15/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NE
11/15/1995 - 03/13/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
BOTH
Issued 05/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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