Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Enrique Servellon is a financial professional with over two years of experience in the industry. Luis is currently registered with Equity Services, Inc. and has previously worked with PRUCO SECURITIES, LLC. and NYLIFE SECURITIES LLC. Luis holds a Series 6 and Series 63 license. Luis is licensed to conduct business in New York. Luis specializes in providing financial planning, pension consulting, and educational seminars. Luis is also an Investment Advisor Representative with Equity Services, Inc. Equity Services, Inc. is a full-service financial firm serving individual clients, corporations, and institutional clients. Equity Services, Inc. manages over $2 billion in assets. Luis has a strong track record of providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
02/01/2021 - Present
Equity Services, Inc. (LATHAM NY)
NY
12/12/2019 - 10/28/2020
PRUCO SECURITIES, LLC. (Latham NY)
NY
07/18/2018 - 12/09/2019
NYLIFE SECURITIES LLC (LATHAM NY)
BC
Issued 10/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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