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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beatriz? Claim Your ProfileBeatriz Luna vida is an active investment advisor representative. Beatriz is registered with Morgan Stanley in Washington, DC. Beatriz has been in the securities industry since August 8, 1999. Beatriz currently has registrations in several states, including, but not limited to, DC, NJ, and TX. Beatriz is licensed to provide a variety of financial services, including financial planning, pension consulting, asset allocation advice, and portfolio management. Beatriz also has experience in real estate, serving as a sole proprietor in Guaynabo, Puerto Rico. Beatriz has served on the Board of Directors of several organizations, including the United States Tennis Association and Universidad Sagrado Corazon. Beatriz holds several licenses and designations, including Series 7, 9, 10, 24, 63, 66, 86, and 87.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
09/12/2018 - Present
Morgan Stanley (Washington DC)
PR
09/17/1999 - 04/03/2014
SANTANDER SECURITIES LLC (MAYAGUEZ PR)
NY
07/01/1999 - 09/08/1999
SANTANDER INVESTMENT SECURITIES INC. (NEW YORK NY)
BOTH
Issued 09/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/01/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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