Unclaimed
Luis Delgado is a registered representative with J.P. Morgan Securities LLC, with over 10 years of experience in the financial services industry. Luis holds Series 6 and SIE licenses and is registered with the state of Florida. Luis has extensive experience in providing financial advice and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Luis specializes in providing personalized financial planning, portfolio management, and investment guidance.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
07/03/2013 - Present
J.p. Morgan Securities LLC (FLORIDA CITY FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Luis Delgado is the right advisor for you? Invested Better is here to help.