Serge Louis is the Managing Member and Founder of Louis Financial Group, LLC. He is responsible for the firm’s overall growth strategy and financial management. Serge is a graduate of Florida International University. He also graduated with a master’s in finance from Southern New Hampshire University.
At the end of the day, Serge’s job involves helping make people’s financial lives better.
As an immigrant who grew up in the United States, he understands the struggles that come with financial uncertainty. Helping you achieve your financial goals brings him great satisfaction. He takes great pride in being persistent, diligent, and empathetic. These qualities will help me connect and help you reach your objective.
That is why he loves what he does, using his skills and know-how to help you get one step closer to achieving your financial dreams and objectives. He is a by-product of those who helped him along the way. Thus, he wants to help you overcome the financial challenges in achieving your goals and keep you focused on where you want to go, and together, we will get there.
Serge holds his Series 66 – Uniform Combined State Law Examination, Series 7 – General Securities Representative, 2-15 License – Life, Health, and Variable Annuity, and 2-20 License – Property and Casualty, and he is an Enrolled Agent – The highest credential awarded by the IRS)
Please feel free to reach out to him through LinkedIn or via e-mail. He always loves insightful conversation, or even better. You could meet him on a soccer field or basketball court for a game.
© 2023 Louis Financial Group, LLC. All Rights Reserved
Investment advisory and fee-based financial planning services are offered through LFG Wealth Management, LLC, a State (FL) registered Investment Advisory Firm. 7971 Riviera Blvd Suite 326, Miramar, FL 33023 (954)526-5240. Additional information about LFG is also available via the SEC’s website: http://www.adviserinfo.sec.gov.You can search this site using a unique identifying number, a CRD number. The CRD number for LFG is 171123.
LFG Wealth Management, LLC offers access to securities through Altruist Financial LLC, a self-clearing broker-dealer. Member FINRA/SIPC. Check the background of Altruist Financial LLC on FINRA’s Broker Check. Shareholders Service Group, Inc. (“SSG”) is also a member of FINRA/SIPC with clearing and custody provided by Pershing LLC, Member SIPC. LFG Wealth Management, LLC’s clients establish brokerage accounts through Altruist. LFG Wealth Management, LLC maintains an institutional relationship with Altruist whereby Altruist provides certain benefits to LFG Wealth Management, LLC, including a fully digital account opening process, a variety of available investments, and integration with software tools that can benefit LFG Wealth Management, LLC, and its clients.
Insurance products are offered through Louis Financial Group, LLC, and Louis Insurance Agency, Inc, licensed insurance agencies registered in Florida. Tax and Accounting Services are offered through LFG Accounting Services, LLC. LFG Wealth Management, LLC, LFG Accounting Services, LLC, Louis Financial Group, LLC, and Louis Insurance Agency, Inc are not affiliates or subsidiaries of Shareholder Service Group, Inc, Altruist LLC, and Altruist Financial LLC.
