Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Gerardo Landin has been working in the financial services industry since July 26, 1998. Luis is currently registered with Ameriprise Financial Services, LLC in Texas and holds Series 63, Series 65, Series 7, Series 52 and SIE licenses. Luis is also registered as an Investment Advisor Representative with Ameriprise Financial Services, LLC in Texas. Luis has previously worked with Ameriprise Advisor Services, INC. in Ohio. Luis has specialized in providing services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, insurance companies and trusts/estates. Luis is also knowledgeable in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors and portfolio management for businesses and individuals.
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.
Asset allocation services
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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2
TX
10/05/2009 - Present
Ameriprise Financial Services, LLC (El Paso TX)
OH
07/27/1998 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (TOLEDO OH)
IA
Issued 05/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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