Unclaimed
Luis Ignacio Cowan is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Luis has been in the financial industry since May 2013. He is registered with FINRA as a Registered Representative and holds the Series 7 and SIE licenses. Luis is also registered with the state of Florida. Luis specializes in providing financial advice to individuals, families, and businesses. He can help you with a variety of financial planning needs, including retirement planning, investment planning, and estate planning. Luis is committed to providing his clients with personalized service and 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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/31/2013 - Present
Wells Fargo Advisors Financial Network, LLC (PALM BEACH GARDENS FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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