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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Carlos Delarosa is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Luis has been in the industry since 1998. Luis's experience includes time at Signator Investors, Inc., Transamerica Financial Advisors, Inc and De La Rosa & Company, CPA's. Luis holds the Series 6, Series 63 and SIE securities licenses. Luis is registered with the state of Texas to provide investment advice. Luis's firm, Cambridge Investment Research Advisors, Inc. offers various investment services including financial planning, pension consulting, educational seminars, market timing services, and portfolio management for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
01/17/2017 - Present
Cambridge Investment Research Advisors, Inc. (Brownsville TX)
TX
05/13/2016 - 01/18/2017
SIGNATOR INVESTORS, INC. (BROWNSVILLE TX)
TX
12/01/1998 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (BROWNSVILLE TX)
BC
Issued 11/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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