Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Guilhorme Morganheira is a registered representative with SEI Investments Distribution Co. Luis has been in the securities industry since December 8, 2001. Luis is licensed in all 52 states and has a Series 66, Series 7 and SIE. Prior to working at SEI Investments Distribution Co., Luis held positions at FISERV SECURITIES, INC., TRADESTAR INVESTMENTS,INC., and DEAN WITTER REYNOLDS INC.
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.
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2
PA
12/06/2006 - Present
SEI Investments Distribution Co. (OAKS PA)
PA
01/24/2002 - 04/25/2005
FISERV SECURITIES, INC. (PHILADELPHIA PA)
TX
05/05/2000 - 10/23/2001
TRADESTAR INVESTMENTS,INC. (HOUSTON TX)
NY
01/28/2000 - 05/04/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 02/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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