Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louise? Claim Your ProfileLouise Ozolins is an investment advisor representative with &partners. Louise has been in the industry since 2011 and is currently registered in 13 states, including Illinois and Wisconsin. She is also a registered investment advisor in Illinois and Wisconsin. Louise has a strong background in the securities industry and has passed the Series 7, Series 66, and SIE exams. Louise's previous experience includes working at WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO ADVISORS LLC.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
IL
09/13/2024 - Present
&partners (Lake Forest IL)
IL
05/27/2011 - 02/02/2023
WELLS FARGO CLEARING SERVICES, LLC (LAKE FOREST IL)
BOTH
Issued 08/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Louise Ozolins is the right advisor for you? Invested Better is here to help.
