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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Barajas is a financial advisor registered with International Private Wealth Advisors LLC. Louis has been in the financial industry since 1986 and has held licenses in multiple states throughout his career. Louis holds the Series 7 and Series 63 licenses and has a designation as a Certified Financial Planner. Louis provides financial planning, portfolio management for businesses and individuals, and pension consulting services. Louis Barajas is an experienced financial advisor with a long history of helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning
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.
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.
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CA
09/29/2022 - Present
International Private Wealth Advisors LLC (IRVINE CA)
CA
08/27/1994 - 11/30/2009
FSC SECURITIES CORPORATION (SANTA FE SPRINGS CA)
NV
03/10/1993 - 08/08/1994
FINANCIAL WEST GROUP (RENO NV)
CA
01/21/1992 - 12/01/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
CA
10/05/1990 - 01/21/1992
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
MN
09/29/1986 - 03/06/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
06/05/1989 - 07/17/1989
U.S. ADVISORS, INC.
FL
03/06/1989 - 05/09/1989
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BC
Issued 12/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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