Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Antonio Ehlers is an active financial advisor registered with FINRA and the State of Florida. Luis has been in the financial industry since 1989 and is currently employed by Insigneo Advisory Services, LLC. Luis has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS International Inc, UBS PaineWebber Inc, Wall Street Access, Liberty Securities Corporation and Lehman Brothers Inc. Luis holds the Series 3, 7, 8, 9, 10, 63, and 65 licenses.
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.
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.
Consolidation of financial reports and consulting 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.
A percentage of the total value of assets under management is charged.
Rebates/trailer fees
1
2
FL
11/16/2020 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
01/02/2009 - 10/27/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
06/03/2002 - 12/24/2008
UBS INTERNATIONAL INC. (MIAMI FL)
NJ
11/01/1995 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/08/1994 - 11/11/1997
WALL STREET ACCESS (NEW YORK NY)
NY
08/30/1995 - 11/09/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
08/01/1991 - 02/03/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/25/1987 - 07/31/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/18/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1988
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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