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Glenn F. Louie
Glenn F. Louie
Consulting Group
Vice President - Wealth Management
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
One World Trade Center
Suite 1700
Long Beach, CA 90831
tel: 562-624-1818
toll free: 800-965-3503
fax: 562-624-1850
Email Me
Welcome Education Services Experience
Welcome

As your private wealth advisor I am committed to enhancing your quality of life by simplifying the complex financial issues and reducing the stress associated with making important financial decisions, especially surrounding life changing events.

I partner with your advisors and other professionals to coordinate your personal plans and I provide educational materials to enhance your knowledge about issues surrounding wealth. Through the creation of a prioritized wealth plan, you are capable of enjoying the lifestyle you have earned and be more fully engaged in your core priorities such as traveling, enjoying more time with your family and being more involved in the community.
Education and Licensing
  • Bachelor of Science - Finance
    California State University, Long Beach
    Long Beach, CA
  • Bachelor of Science - Management Information Systems
    California State University, Long Beach
    Long Beach, CA
  • Senior Investment Management Specialist Designation School of Investment Management
  • Financial Planning Specialist Designation
  • Guided Portfolio Manager
    Hartford, CT
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Variable Annuity Insurance Licensed
    California and Arizona
Services
  • Business Planning
  • Estate Planning
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Wealth Management
  • Family Consulting
  • Private Banking
Business Experience
  • 1998 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Senior Investment Management Specialist /
    Financial Advisor
    Financial Planning Specialist
    Long Beach, CA
Bulletin Board
  • We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
Glenn F. Louie is licensed in the following state(s): AL, AZ, CA, CO, FL, MS, NV, OH, SC, TX, UT, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

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