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 Tascon is a financial advisor at Jefferies Investment Advisers LLC. Luis has been a financial advisor for over 10 years and is registered to provide investment advice in all 50 states. Luis has a wide range of experience in the financial industry, including work at Wells Fargo Advisors, LLC, Raymond James & Associates, Inc., and Bancolombia Capital, LLC. Luis specializes in portfolio management for individuals and 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.
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.
1
2
FL
05/24/2023 - Present
Jefferies Investment Advisers LLC (Miami FL)
FL
06/15/2022 - 02/17/2023
BANCOLOMBIA CAPITAL LLC (MIAMI FL)
FL
07/23/2021 - 06/06/2022
SAFRA SECURITIES LLC (AVENTURA FL)
FL
09/04/2018 - 08/12/2021
RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)
FL
12/18/2014 - 09/07/2018
JEFFERIES LLC (MIAMI FL)
FL
04/22/2013 - 12/18/2014
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
02/12/2013 - 04/29/2013
MORGAN STANLEY (MIAMI FL)
BOTH
Issued 12/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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