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 Montenegro is a registered representative with Equitable Advisors, LLC. Luis has been in the securities industry since 1996 and has a strong track record of providing financial guidance and investment solutions. Luis is committed to helping clients achieve their financial goals. Luis is also a registered principal with the firm and holds several industry certifications, including the Series 7, Series 24, Series 53, Series 55 and Series 57TO exams. Luis is dedicated to providing customized financial planning and investment management services to individuals and families.
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.
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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NC
07/13/2006 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NJ
09/29/1995 - 10/11/2005
CROWN FINANCIAL GROUP, INC. (JERSEY CITY NJ)
BC
Issued 12/22/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/21/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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