Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Eduardo Guerra is an investment advisor representative with Morgan Stanley in Miami, Florida. Luis has been in the financial services industry since 1985, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Kidder, Peabody & Co. Incorporated. Luis is licensed in Florida, Maryland, Texas and Virginia as an investment advisor representative, and is also a registered representative in California, Delaware, Washington, and Texas. Luis is a Series 7, Series 63, and Series 65 licensed professional.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
10/28/2015 - Present
Morgan Stanley (Miami FL)
FL
10/30/1989 - 10/26/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
NY
07/02/1985 - 11/08/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
05/23/1985 - 06/29/1985
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 02/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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