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 Gordillo vera is a financial advisor with over 10 years of experience in the industry. Luis Alberto Gordillo vera is currently registered with A.g.p. / Alliance Global Partners in Miami, FL. Prior to that, Luis Alberto Gordillo vera worked at Stifel, Nicolaus & Company, Incorporated in New York, NY, Hapoalim Securities USA, Inc. in Miami, FL, and INVEX, INC. in Coral Gables, FL. Luis Alberto Gordillo vera holds licenses for Series 4, 7, and 63 exams and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2008. Luis Alberto Gordillo vera specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and pooled investment vehicles.
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.
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.
Sub-adviser of pooled investment vehicle charges a performance f
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2
FL
08/27/2018 - Present
A.g.p. / Alliance Global Partners (Miami FL)
NY
12/02/2015 - 08/24/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
FL
05/05/2014 - 12/11/2015
HAPOALIM SECURITIES USA, INC. (MIAMI FL)
FL
03/25/2013 - 04/30/2014
INVEX, INC. (CORAL GABLES FL)
FL
10/22/2008 - 02/08/2013
CREDICORP SECURITIES, INC. (CORAL GABLES FL)
BC
Issued 05/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2011
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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