Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Urbina is a financial professional with over 12 years of experience in the industry. Luis is currently registered with Nylife Securities LLC in Bethesda, Maryland. Luis has held previous positions with HSBC Securities (USA) Inc., PNC Investments, Wells Fargo Advisors, LLC, and Banc of America Investment Services, Inc. Luis holds Series 6, Series 63 and SIE licenses and is currently registered in the District of Columbia, Maryland, and Virginia.
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.
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.
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MD
09/30/2020 - Present
Nylife Securities LLC (BETHESDA MD)
MD
02/27/2012 - 08/28/2020
HSBC SECURITIES (USA) INC. (ROCKVILLE MD)
DC
08/19/2009 - 10/05/2010
PNC INVESTMENTS (WASHINGTON DC)
MD
05/13/2009 - 07/23/2009
WELLS FARGO ADVISORS, LLC (BETHESDA MD)
MD
11/08/2006 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROCKVILLE MD)
BC
Issued 01/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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