Louis HimelreichCRD Number: 4506770
Current Firm: Msi Financial Services, Inc.
Louis Himelreich (CRD# 4506770) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Newark, DE and has over 15 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Metlife Securities||Newark, DE||Jun 2014 - Current||2|
|Nationwide Securities||Hockessin, DE||Sep 2009 - Jun 2014||4|
|Unemployed||Oaks, PA||Feb 2009 - Sep 2009||< 1|
|Sei Investment Management Co||Oaks, PA||Nov 2006 - Feb 2009||2|
|Nationwide Securities Inc.||Dublin, OH||Mar 2005 - Nov 2006||1|
|Nationwide Insurance Company||Wilmington, DE||Mar 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2009|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV