Unclaimed
Luis Gil is a financial advisor who has been in the industry since 2007. He is currently registered with J.P. Morgan Securities LLC in Arizona and Texas. Luis specializes in a variety of investment strategies, including portfolio management for individuals and businesses, financial planning, and pension consulting. Luis is also experienced in providing investment advice to charitable organizations, insurance companies, and labor unions. His previous experience includes working with Chase Investment Services Corp. in Arizona. Luis has obtained numerous licenses and certifications, including the Series 7, 6, 63, and 66 exams. He is committed to providing personalized financial advice to his clients, helping 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AZ
02/22/2022 - Present
J.p. Morgan Securities LLC (GREEN VALLEY AZ)
AZ
10/01/2012 - 09/03/2013
J.P. MORGAN SECURITIES LLC (TUCSON AZ)
AZ
12/05/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
BOTH
Issued 11/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2005
Series 6 - Investment Company Products/Variable Contracts 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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