Think Straight, Talk Straight with Integrity and Fairness.
Serge Louis is a Registered Investment Advisor in the state of Florida. Serge started his career as a Registered Representative at MassMutual Financial Group, which is a top 100 firm on the FORTUNE 500 list. He spent about 4 years at MassMutual educating client how to make smart financial decision today to secure a better tomorrow.
As a Registered Representaive at MassMutual, Serge gained extensive experience in the industry. With that experience and knowledge, he was compelled to open his own firm because he wanted the freedom to help maximize his client potential by being an independent investment advisor. Serge currently holds the following professional licenses:
- Series 7 – General Securities Representative
- Series 66 – Uniform Combined State Law
- Enrolled Agent (highest credential awarded by the IRS)
- 2-15 License – Life, health and Variable Annuity
- 2-20 License – Property and Casualty
Serge Louis earned a Bachelor Degree from Florida International University in 2008 in Finance and Real Estate. Serge is currently pursuing a Master Degree in Finance at Southern New Hampshire University. In addition, he is pursuing the CFP (Certified Financial Planner) designation.
COMMUNITY INVOLVEMENT AND PROFESSIONAL AFFILIATIONS
Serge is passionate about educating the youth about Financial Literacy, he partnered with Executive Pass program from Council for Educational Change, through this program he partnered with local high schools and middle schools to teach students about financial literacy in Miami-Dade and Broward County. http://changeeducation.org/executive_pass_0
He currently serves as an Advisory Board Member for Miami-Dade Academy of Finance and a Member of Florida International University Alumni Association. In conclusion, he is a founding member of Get Plugged in Ministry, which seeks to educate, empower young people to make impact in their community.
Serge Louis currently reside in Miami, FL with his lovely wife and two handsome boys.
WHY MEET WITH A LFG TAX ADVISOR?
At some point your taxes will get tricky. we have seen them. We have solved them. We’re are in it for the long haul by forging relationship you can count on from year to year.