Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louisa? Claim Your ProfileLouisa Guthrie is a financial advisor with over 10 years of experience in the financial services industry. She is currently registered with Vanguard Advisers, Inc. and holds Series 63, Series 65, Series 24, Series 10, Series 9, SIE, and Series 7 licenses. Louisa has worked for both large and small firms, and she is committed to providing her clients with personalized financial advice. Louisa's experience spans across various financial services firms including Wells Fargo Investments, LLC, CITICORP INVESTMENT SERVICES, and Vanguard Advisers, Inc. Louisa specializes in portfolio management for individuals, businesses, and pooled investment vehicles. She also provides financial planning services to help clients reach their financial goals. Louisa is committed to providing her clients with the highest level of service and is dedicated to helping them 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.
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.
1
2
PA
03/15/2019 - Present
Vanguard Advisers, Inc. (MALVERN PA)
CA
06/02/2005 - 05/11/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
05/20/1994 - 08/09/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 10/26/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/27/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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