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LP

Louis F. Petrossi

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CRD#: 723168
LP

Professional summary


Louis Franklin Petrossi was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Louis is a previously registered financial professional and started their career in finance in 1981. Prior to being barred, Louis had worked at 7 firms, which includes CYPRESS CAPITAL CORPORATION, VSR FINANCIAL SERVICES INC., CETERA WEALTH SERVICES LLC, CARNEGIE SECURITIES CORPORATION, FINANCIAL PLANNERS EQUITY CORPORATION, WZW FINANCIAL SERVICES INC., CROWN SECURITIES CORPORATION.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 29, 1992 - September 18, 1992

CYPRESS CAPITAL CORPORATION

BD
CRD#: 7919
Past

December 5, 1988 - May 5, 1992

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OVERLAND PARK, KS
Past

April 27, 1988 - December 13, 1988

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

June 12, 1986 - May 20, 1988

CARNEGIE SECURITIES CORPORATION

BD
CRD#: 14871
Past

September 10, 1985 - May 22, 1986

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
Past

December 21, 1984 - September 16, 1985

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420
Past

May 3, 1982 - April 3, 1985

WZW FINANCIAL SERVICES, INC.

BD
CRD#: 5717
Past

February 2, 1981 - May 17, 1982

CROWN SECURITIES CORPORATION

BD
CRD#: 959

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/21/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


CC
CYPRESS CAPITAL CORPORATION
CYPRESS CAPITAL CORPORATION

CRD#: 7919 / SEC#: , 8-23784

BD
Terminated by SEC on 03/04/1994
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Contact information


Main Address
Mailing Address
Phone number
Established
California since 03/07/1979
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CYPRESS CAPITAL CORPORATION

CRD#: 7919

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