Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louise? Claim Your ProfileLouise Alexandria Ambriz is a financial advisor with Edward Jones. Louise has been in the industry since 2017. She holds a Series 7, Series 66, and SIE licenses. Louise is registered with FINRA and licensed in 15 states, including Texas, Arizona, Arkansas, California, Florida, Indiana, Iowa, Minnesota, Missouri, Nevada, New York, North Carolina, Tennessee, and Wisconsin. She is also registered as an investment advisor representative in Texas. Louise specializes in providing financial planning, pension consulting, and selection of other advisors services to individuals, families, and businesses. Louise is committed to helping her clients 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.
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
TX
08/30/2017 - Present
Edward Jones (HARLINGEN TX)
BOTH
Issued 08/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Louise Ambriz is the right advisor for you? Invested Better is here to help.
