Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Fuentes is a financial advisor with Sanctuary Advisors, LLC, located in Miami, Florida. Luis has been in the financial industry since 1971, holding registrations with the Securities and Exchange Commission (SEC) and multiple state securities regulators. Luis has a wide range of experience in the industry having worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley, before joining Sanctuary Advisors, LLC. Luis is currently registered as a Registered Investment Advisor (RIA) in Florida.
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.
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.
1
2
FL
05/10/2022 - Present
Sanctuary Advisors, LLC (Miami FL)
FL
11/30/2012 - 04/06/2022
MORGAN STANLEY (Miami FL)
FL
09/26/1978 - 12/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
NA
04/08/1974 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
04/18/1972 - 05/08/1974
THOMSON MCKINNON SECURITIES INC.
NA
03/24/1971 - 05/27/1972
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 08/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 03/19/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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