Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Mir is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Luis Mir has been in the industry since 2011 and has experience with a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and CUSO Financial Services, LP. Luis Mir is registered in 52 states and holds Series 66, 7, and SIE licenses. Luis Mir is based in Jacksonville, FL and specializes in portfolio management for individuals and businesses, financial planning and educational seminars.
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.
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
10/06/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
06/10/2020 - 08/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENSACOLA FL)
FL
06/27/2017 - 04/05/2019
CUSO FINANCIAL SERVICES, L.P. (ORLANDO FL)
FL
10/24/2011 - 06/15/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
04/16/2010 - 10/05/2011
CHASE INVESTMENT SERVICES CORP. (WINTER SPRINGS FL)
FL
08/06/2009 - 03/25/2010
PRUCO SECURITIES, LLC. (ORLANDO FL)
FL
07/03/2008 - 09/22/2008
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
BOTH
Issued 07/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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