Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Corrales is a financial advisor with Cope Corrales. Luis has been in the financial services industry since 2010. Luis is currently registered as an investment advisor representative in the District of Columbia and Florida, and is a registered representative in Texas. Luis has worked for several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Park Avenue Securities LLC, and Cope Corrales. Luis holds the Series 7 and Series 66 licenses, and the SIE exam. Luis provides a range of financial services, including financial planning, pension consulting, private placement consulting, and portfolio management for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Private placement consulting
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.
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VA
12/09/2020 - Present
Cope Corrales (ARLINGTON VA)
MD
06/14/2011 - 01/31/2019
PARK AVENUE SECURITIES LLC (BETHESDA MD)
MD
02/18/2010 - 12/07/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKVILLE MD)
BOTH
Issued 03/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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