Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luca? Claim Your ProfileLuca Omar Procel is a financial advisor with over 20 years of experience in the industry. Luca is currently registered with Osaic Wealth, Inc. and Osaic Advisory Services, LLC, providing financial advisory services to a wide range of clients. Luca has a comprehensive understanding of the financial markets and specializes in providing financial planning, portfolio management, and pension consulting services. Luca has also been actively involved with Arbor Point Advisors Inc. since 2022. Luca's commitment to providing personalized and tailored advice to clients is evident in his long-standing career and dedication to the financial services industry.
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.
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.
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2
WA
06/14/2024 - Present
Osaic Wealth, Inc. (ISSAQUAH WA)
WA
10/01/2020 - 06/14/2024
SECURITIES AMERICA, INC. (ISSAQUAH WA)
WA
08/09/2018 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
CO
03/27/2012 - 08/03/2018
CETERA ADVISORS LLC (DENVER CO)
WA
08/14/2007 - 03/16/2012
PACIFIC WEST SECURITIES, INC. (RENTON WA)
AZ
12/21/2005 - 05/17/2007
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
CA
05/03/2000 - 12/12/2005
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
05/05/2005 - 06/13/2005
ROUND HILL SECURITIES, INC. (ALAMO CA)
CA
01/30/2002 - 01/12/2005
WESTERN SECURITIES CLEARING CORP. (SAN DIEGO CA)
NE
04/20/1999 - 04/18/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 07/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/09/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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