Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louise? Claim Your ProfileLouise Porto is an active investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Louise has been in the industry since 2001 and has experience with Wells Fargo Clearing Services, LLC, FIFTH THIRD SECURITIES, INC., CHASE INVESTMENT SERVICES CORP., THRIVENT INVESTMENT MANAGEMENT INC., H&R BLOCK FINANCIAL ADVISORS, INC., U.S. BANCORP INVESTMENTS, INC., FIRSTAR INVESTMENT SERVICES,INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.
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.
Investment consulting services to institutional clients
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.
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2
IL
02/03/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WOODSTOCK IL)
IL
10/01/2013 - 02/03/2022
WELLS FARGO CLEARING SERVICES, LLC (WOODSTOCK IL)
IL
09/22/2009 - 07/26/2012
FIFTH THIRD SECURITIES, INC. (FREEPORT IL)
IL
11/15/2006 - 01/25/2008
CHASE INVESTMENT SERVICES CORP. (LOVES PARK IL)
MO
10/12/2006 - 11/22/2006
THRIVENT INVESTMENT MANAGEMENT INC. (CHESTERFIELD MO)
MI
09/07/2004 - 12/06/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
12/01/2001 - 07/19/2004
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
04/10/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MN
10/24/1997 - 04/25/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/24/1997 - 04/25/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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