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 Vera is a financial advisor at LPL Financial LLC, a firm with over 168,000 clients and over $463 billion in assets under management. Luis Vera has been in the financial services industry since 2020 and holds Series 7, Series 66 and SIE licenses. Luis Vera is registered in 21 states and specializes in providing investment advice to individuals, businesses, and institutions. Luis Alejandro Vera is also registered as an Investment Advisor Representative in Florida and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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FL
11/21/2022 - Present
LPL Financial LLC (WILLISTON FL)
FL
05/18/2020 - 11/17/2022
LINCOLN INVESTMENT (WILLISTON FL)
BOTH
Issued 08/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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