Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Camacho is a financial advisor with Stratos Wealth Partners, Ltd., and Stratos Wealth Advisors LLC. Luis has been in the financial services industry since 2003. Luis is registered with the state of Ohio. Luis is licensed to provide financial advice and products such as financial planning, educational seminars, pension consulting and portfolio management for individuals and businesses. Luis has previously worked at Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., and Morgan Stanley DW Inc.
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.
Percentage of assets under management with third party managers
1
2
OH
09/18/2019 - Present
Stratos Wealth Partners, Ltd. (BEACHWOOD OH)
IL
05/22/2013 - 06/22/2018
FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)
MI
05/20/2004 - 04/01/2013
CHARLES SCHWAB & CO., INC. (NOVI MI)
NY
07/30/2003 - 04/16/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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