Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louise? Claim Your ProfileLouise Chauncey is an investment advisor representative with B. Riley Wealth Advisors, Inc. based in Daniel Island, South Carolina. Louise has been in the industry since 1983 and has experience with a variety of firms, including Securian Financial Services, Inc., First Republic Securities Company, LLC, and E. F. Hutton & Company Inc. Louise is a Chartered Financial Analyst and holds the Series 4, 7, and 63 licenses. Louise has been registered with B. Riley Wealth Advisors, Inc. since March 2021 and has a current active registration with South Carolina.
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.
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.
1
2
SC
03/20/2021 - Present
B. Riley Wealth Advisors, Inc. (Daniel Island SC)
SC
07/18/2017 - 05/14/2018
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
MA
10/18/2013 - 03/08/2017
FIRST REPUBLIC SECURITIES COMPANY, LLC (WELLESLEY MA)
NA
08/20/1987 - 12/16/1987
E. F. HUTTON & COMPANY INC
NA
01/16/1985 - 01/11/1986
SCUDDER FUND DISTRIBUTORS, INC.
NA
08/24/1983 - 12/10/1984
CHARLES SCHWAB & CO., INC.
BC
Issued 12/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1984
Series 4 - Registered Options Principal Examination
BC
Issued 05/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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