linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Luis Currais lopez

Fsam LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Luis? Claim Your Profile

About Luis Currais lopez

Luis Currais Lopez has been in the financial industry since 1978. Luis is currently registered as a registered representative with Fsam LLC in Guaynabo, Puerto Rico. Luis has previous experience with Herbert J. Sims & Co, Inc., Santander Securities LLC, UBS Financial Services Incorporated of Puerto Rico, UBS Financial Services Inc., Shearson Loeb Rhoades Inc. and Paine, Webber, Jackson & Curtis Inc. Luis is a Series 7, Series 63, and Series 65 licensed professional.

Firm Information

Luis Currais lopez is currently registered with Fsam LLC. Fsam LLC is an investment advisor headquartered in ALPHARETTA, GA, with a total of 13 registered representatives. They manage approximately $71,457,869 in regulatory assets under management for a total of 171 clients. Fsam LLC primarily serves individuals, corporations, pension and profit sharing plans, charitable organizations, and high-net-worth individuals. Their advisory services include portfolio management for individuals and selection of other advisers.
Fsam LLC

1720 WINDWARD CONCOURSE

ALPHARETTA, GA 30005

$71.46M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Luis Currais lopez’s Registration & Firm History

PR

11/30/2022 - Present

Fsam LLC (GUAYNABO PR)

PR

03/18/2016 - 11/21/2022

HERBERT J. SIMS & CO, INC. (GUAYNABO PR)

MA

09/18/2006 - 02/17/2016

SANTANDER SECURITIES LLC (BOSTON MA)

PR

02/07/1991 - 09/25/2006

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)

PR

08/18/1982 - 09/25/2006

UBS FINANCIAL SERVICES INC. (SAN JUAN PR)

NA

11/21/1980 - 09/07/1982

SHEARSON LOEB RHOADES INC.

NA

01/31/1980 - 11/28/1980

PAINE, WEBBER, JACKSON & CURTIS INC.

NA

08/25/1978 - 01/31/1980

BLYTH EASTMAN DILLON & CO. INCORPORATED

Not sure if Luis Currais lopez is right for you?

Licenses & Designations

IA

Issued 10/05/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/16/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1978

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 11 public disclosures for Luis Currais lopez. Review regulatory record here.
Not sure if Luis Currais lopez is right for you?