Cfp® Louis Preseren

Louis Preseren, CFP®, began their work experience in 2017 as an intern at Carver Financial Services, Inc., where they focused on financial planning and gained experience in securities through Raymond James Financial Services, Inc. In 2019, they transitioned to the role of Client Services Associate at the same company, continuing their work in financial planning and securities. In 2022, they joined Capital Advisors, Ltd. as a Wealth Management Analyst, offering advisory services through Lincoln Investment and gaining experience in Registered Investment Advising. In 2023, they became an Assistant Vice President of Financial Planning at Ancora Holdings Group.

Louis Preseren, CFP® began their education by attending Lakeland Community College from 2016 to 2018, where they obtained an Associate of Science degree. Louis then pursued their further studies at The University of Akron from 2018 to 2020, focusing on Financial Planning.

In terms of certifications, Louis obtained their Insurance Agent license for Accident, Health, Life, Variable Life & Variable Annuities from the Ohio Department of Administrative Services in August 2020. Louis went on to acquire the Series 7 - General Securities Representative License from FINRA in October 2021 and the Series 66 certification from FINRA in November 2021. Louis's most recent certification is as a Certified Financial Planner (CFP) obtained from the CFP Board in August 2022.