Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Delgado is a financial professional with over 6 years of experience in the financial services industry. Luis is currently registered with J.p. Morgan Securities LLC and holds Series 6, Series 63, Series 6TO and SIE licenses. Luis has previously worked with Key Investment Services LLC and Citizens Securities, Inc. Luis specializes in working with insurance companies, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
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2
CT
03/19/2024 - Present
J.p. Morgan Securities LLC (Groton CT)
CT
06/30/2023 - 03/04/2024
KEY INVESTMENT SERVICES LLC (Willimantic CT)
CT
06/18/2018 - 12/31/2020
CITIZENS SECURITIES, INC. (NEW LONDON CT)
BC
Issued 08/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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