Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis D. Revuelta is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Luis has been in the industry since January 2018 and is registered to provide investment advice in 48 states. Luis is a Series 7 and Series 66 licensed representative, and has passed the Securities Industry Essentials Examination. Luis provides a variety of services to individuals, corporations and other businesses, including portfolio management, pension consulting and educational seminars. Luis’s firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a large firm with over $1 trillion in assets under management. The firm specializes in providing investment advice to high-net-worth individuals, corporations and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
04/13/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
BOTH
Issued 04/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Luis Revuelta is the right advisor for you? Invested Better is here to help.
