Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louise? Claim Your ProfileLouise Albert is a financial advisor with Kestra Advisory Services, LLC. Louise has been in the financial industry since 1999. Louise is also a registered representative of Kestra Investment Services, LLC. Louise has earned the Certified Financial Planner and Chartered Financial Consultant designations. Louise offers financial planning services to individuals, businesses, and pension plans. Louise also specializes in portfolio management.
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.
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NY
03/03/2023 - Present
Kestra Advisory Services, LLC (Elmsford NY)
NY
09/03/2013 - 02/24/2020
CETERA ADVISOR NETWORKS LLC (WHITE PLAINS NY)
NY
06/01/2012 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (WHITE PLAINS NY)
NY
02/18/2010 - 12/31/2010
COMMONWEALTH FINANCIAL NETWORK (TARRYTOWN NY)
NY
03/02/1993 - 01/20/2004
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
BC
Issued 05/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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