Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Christopher Lopez is a financial advisor with Eagle Strategies LLC. Luis is a registered investment advisor representative in Texas. Luis has been working in the securities industry since February 4, 2016, and has worked with individuals, high-net-worth individuals, corporations, and charitable organizations. Luis specializes in financial planning, educational seminars, pension consulting, and portfolio management for individuals. Luis can also select other advisors for clients and publishes periodicals. Luis is a licensed representative and has Series 6, 7, 26, 63, and 66 licenses.
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/16/2023 - Present
Eagle Strategies LLC (FRISCO TX)
BOTH
Issued 4/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/6/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 4/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/3/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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