Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Alejandro Pelaez is a financial advisor with over 10 years of experience in the financial services industry. Luis has a strong background in investment management and is a Certified Financial Planner. Currently, Luis is registered with Nuveen Asset Management, LLC and holds a Series 66, Series 7 and Series 24. Previously, Luis worked at LPL Financial LLC and Edward Jones. Luis specializes in providing portfolio management services for individuals, businesses, investment companies and pooled investment vehicles. Luis also has experience in providing pension consulting and selection of other advisers. Luis' clients include individuals, high-net-worth individuals, corporations, investment companies, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
10/08/2019 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
TX
05/08/2014 - 03/29/2019
LPL FINANCIAL LLC (KAUFMAN TX)
TX
07/13/2010 - 05/09/2014
EDWARD JONES (TERRELL TX)
BOTH
Issued 07/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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