Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Barrera is a financial advisor with Truist Advisory Services, Inc. Luis has been in the financial services industry since May 2017. Luis holds the Series 6, 7TO, 63 and 66 licenses and provides financial advice to individual and corporate clients. His areas of expertise include financial planning, portfolio management, and investment company products. Luis is committed to providing clients with personalized financial solutions that meet their individual needs. Luis has previous experience with Fidelity Brokerage Services LLC and Wells Fargo Clearing Services, LLC.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
06/05/2023 - Present
Truist Advisory Services, Inc. (BAL HARBOUR FL)
NH
10/25/2021 - 05/18/2023
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
FL
02/08/2017 - 08/11/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
BOTH
Issued 10/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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