Louis Manon
CERTIFIED FINANCIAL PLANNER™ Professional
- Role
- Financial Advisor at Firstrust Financial Resources
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Louis Manon
I help my clients achieve their financial goals and priorities by helping them maximize, protect, and sustain their financial resources and financial well-being. During my 18 years in the financial services industry, I served as a Compliance Advisor, Supervising Principal, Annuity Specialist, and Financial Advisor. I am a CERTIFIED FINANCIAL PLANNER® and hold my Series 7, 66, and 24 securities licenses. I am also insurance licensed in PA, NJ, DE, MD, and VA
Experience
Financial Advisor
May 2025 — Present
Education
Saint Joseph's University - Erivan K. Haub School of Business
Master of Business Administration (MBA), International Marketing
1997 — 1999
Villanova University
Bachelor's degree, Political Science & Communications
Villanova University
Bachelor of Arts (B.A.), Political Science and Communications
1995 — 1997
Skills
- Mutual Funds
- Maintaining Strong Client Relationships
- Sales
- Goal-Driven Leader
- Strongly Self-Motivated
- Financial Services
- Positive Can-Do Attitude
- Interpersonal Communication Abilities
- Proactive Self-Starter
- Self-Motivated Team Player/Builder
- Securities
- Series 24
- Relationship Management
- Collaborative Problem Solving
- Goal-Oriented Individual with Strong Leadership Capabilities
- Professional Communication
- Uniform Combined State Law
- Energetic Leader
- Resourceful Problem-Solving
- Energetic Team Player
- Success Driven
- Flexible to Change
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