Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Cuevas is an investment advisor representative with over 9 years of experience in the financial services industry. Luis is currently registered with Fidelity Personal And Workplace Advisors, a firm with over $800 billion in assets under management. Previously, Luis was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and Ameriprise Financial Services, Inc. Luis is a licensed investment advisor representative in both California and Texas. Luis is also licensed to sell securities in California. Luis specializes in retirement planning, financial planning, and investment management. Luis offers investment advisory services to individuals, businesses, and pension and profit-sharing plans.
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
CA
09/12/2024 - Present
Fidelity Personal AND Workplace Advisors (BURBANK CA)
CA
02/28/2018 - 02/23/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
04/06/2017 - 01/16/2018
MORGAN STANLEY (CLAREMONT CA)
CA
10/09/2014 - 01/26/2017
AMERIPRISE FINANCIAL SERVICES, INC. (CORONA CA)
BOTH
Issued 04/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Luis Cuevas is the right advisor for you? Invested Better is here to help.
