Unclaimed
Louise Marie Wager is a registered representative with BNY Mellon Securities Corp. Louise has been in the securities industry since 2016 and holds the Series 63, Series 7 and SIE licenses. Louise is registered in 20 states including Massachusetts, California, New York, and Florida. Louise's firm is headquartered in New York and manages assets for a variety of clients including individuals, corporations, pension plans, charitable organizations, and model-only wrap program sponsors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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2
MA
01/08/2016 - Present
BNY Mellon Securities Corp. (BOSTON MA)
BC
Issued 02/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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