Ami Patel - Regions Financial Advisor

SERIO Financial Services is a locally owned company providing mutual fund, annuities, life insurance and individual as well as group retirement plans. Philip Serio has been licensed in the financial services industry since 1996. He is a Registered Representative with LPL Financial SERIO Financial Services works with you, the investor, to create an investment portfolio designed to anticipate your future needs based on your current goals and ability. It is a coordinated and continuous strategy that must be reviewed and updated annually. It is important for you to also compliment this process by working with your accounting and legal advisors for a program that is relative to these family and personal goals.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Ameriprise Financial Advisors in Shreveport, LA, is dedicated to helping clients achieve their financial goals through personalized advice and diverse investment solutions. With a network of over 10,000 advisors, individuals can find a professional who aligns with their specific needs and objectives. The firm emphasizes a one-to-one approach, offering regular meetings to review progress and maintain transparency through digital tools. Additionally, Ameriprise has earned recognition for its commitment to understanding client values and providing tailored financial guidance. Generated from the website