Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louise? Claim Your ProfileLouise Lorraine Wallace is a registered investment advisor representative with Oneseven, based in Coral Springs, FL. Louise has been in the industry since 1989 and holds multiple licenses and certifications. Louise also has experience working with a variety of firms, including Wells Fargo Advisors Financial Network, LLC, International Assets Advisory, LLC, and Fortune Financial Services, Inc. Louise specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
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.
Solicitors' fees for referrals to other money managers
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2
FL
07/05/2018 - Present
Oneseven (Coral Springs FL)
FL
02/04/2020 - 12/31/2021
FORTUNE FINANCIAL SERVICES, INC. (Coral Springs FL)
FL
01/19/2017 - 01/15/2020
INTERNATIONAL ASSETS ADVISORY, LLC (CORAL SPRINGS FL)
FL
10/23/2013 - 01/18/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CORAL SPRINGS FL)
FL
12/01/2011 - 10/24/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL SPRINGS FL)
FL
05/31/2005 - 12/01/2011
MORGAN KEEGAN & COMPANY, INC. (CORAL SPRINGS FL)
NJ
01/11/2002 - 02/23/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/16/2001 - 08/03/2001
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
TX
10/11/1989 - 08/19/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
06/30/1989 - 10/17/1989
QUICK & REILLY, INC. (NEW YORK NY)
NA
05/31/1989 - 06/27/1989
COMMVEST SECURITIES,INC.
BC
Issued 08/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/05/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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