Louis Satmaria

Louis A. Satmaria
Vice President Financial Consultant Private Client Group Truist Investment Services, Inc.
The Kelly-Mai Group of Truist Investment Services, Inc.

4751 New Broad St

Orlando, FL 32814-6405

louis.satmaria@truist.com

Phone 407-237-1025

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About me

Background

Louis Satmaria is a Financial Consultant with Truist Investment Services, Inc. He offers clients more than 15 years of financial services, retirement planning, and investment experience. 

Registered Representative, Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's Degree
Bellevue University

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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