Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Alberto Dubon is a registered investment advisor representative with Anchor Advisory, LLC. Luis has been in the industry since 2005 and holds licenses in the State of Florida. Luis is also a registered investment advisor with Safrà Securities LLC and Wells Fargo Advisors, LLC. Luis has experience working with individuals, corporations, and other businesses. Anchor Advisory, LLC specializes in portfolio management services.
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.
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.
Annual flat fee and referral fees
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2
FL
01/01/2025 - Present
Anchor Advisory, LLC (MIAMI FL)
FL
12/10/2014 - 12/07/2018
SAFRA SECURITIES LLC (AVENTURA FL)
FL
01/26/2012 - 11/25/2014
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
03/17/2010 - 11/29/2011
HSBC SECURITIES (USA) INC. (CORAL GABLES FL)
FL
08/26/2009 - 03/08/2010
LATAM INVESTMENTS, LLC (MIAMI FL)
FL
05/29/2007 - 09/04/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
10/04/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
IA
Issued 04/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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