Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Bernardo Salinas is a financial professional with over 27 years of experience in the industry. Luis is currently registered with Equity Services, Inc. and has previously been registered with TRANSAMERICA FINANCIAL ADVISORS, INC, WORLD GROUP SECURITIES, INC., and WMA SECURITIES, INC.. Luis is licensed in multiple states including Illinois, Texas, Colorado, Michigan and New Mexico. Luis has a wide range of experience in financial planning, portfolio management, and pension consulting. Luis is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IL
02/08/2024 - Present
Equity Services, Inc. (SYCAMORE IL)
IL
01/06/2012 - 02/09/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (Sycamore IL)
IL
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (HOFFMAN ESTATES IL)
GA
10/23/1995 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 10/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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