Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louise? Claim Your ProfileLouise Joy Model is a registered investment advisor representative with Bailard, Inc. in Foster City, CA. Louise has been in the industry for over 30 years and holds Series 6, 7, 22, and 63 licenses as well as the Series 65. She is experienced in providing financial planning, educational seminars, and portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Louise has previously worked at QUASAR DISTRIBUTORS, LLC, BISYS FUND SERVICES LIMITED PARTNERSHIP, ATEL SECURITIES CORPORATION and DEAN WITTER REYNOLDS INC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
09/05/2020 - Present
Bailard, Inc. (FOSTER CITY CA)
ME
10/19/2004 - 12/31/2008
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
ME
11/18/1999 - 09/27/2004
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
CA
06/17/1992 - 09/09/1999
ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)
NA
08/23/1985 - 06/09/1988
DEAN WITTER REYNOLDS INC.
NA
12/19/1983 - 07/19/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 09/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/15/1992
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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