Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Fernando Campoo is a financial advisor with over 20 years of experience in the financial industry. Luis Fernando has worked for several firms over the years, including Citigroup Global Markets Inc., Citi International Financial Services LLC, Popular Securities, Inc., Washington Square Securities, Inc., and Jefferson Pilot Securities Corporation. Luis Fernando is currently registered with Raymond James & Associates, Inc. and has a Series 6, 7, 9, 10, 24, and 66 license. Luis Fernando specializes in providing financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Luis Fernando also has experience in providing financial advice to high net worth individuals, corporations, and other businesses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
01/24/2022 - Present
Raymond James & Associates, Inc. (Miami FL)
FL
10/09/2015 - 01/31/2022
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
PR
09/24/2014 - 08/07/2015
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
FL
05/11/2011 - 09/26/2014
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
PR
03/31/2010 - 11/10/2010
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
PR
01/16/2001 - 12/24/2008
CITI INTERNATIONAL FINANCIAL SERVICES LLC (GUAYNABO PR)
PR
02/10/2000 - 12/21/2000
POPULAR SECURITIES, INC. (SAN JUAN PR)
CT
09/22/1998 - 12/31/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IN
06/25/1997 - 04/30/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 10/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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