Unclaimed
Luis Filipe De Souza Marcelo is a financial advisor who has been active in the industry for over 10 years. Luis Filipe has experience in a variety of areas, including securities, investment company products, and variable contracts. Luis Filipe is currently registered with Lord Abbett Distributor LLC, a financial services firm located in Jersey City, NJ.
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.
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.
1
2
NJ
06/07/2018 - Present
Lord Abbett Distributor LLC (JERSEY CITY NJ)
FL
02/17/2015 - 05/08/2018
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (CORAL GABLES FL)
FL
01/13/2015 - 05/08/2018
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (CORAL GABLES FL)
TN
06/28/2013 - 01/02/2015
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
BC
Issued 08/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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