Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Fondevila is a financial professional with over 25 years of experience in the financial services industry. Luis has been registered with Planmember Securities Corp. since 2001 and Surety Investment Services since 2018. Luis is a registered representative and investment advisor representative in California. Luis holds Series 6, Series 63, and SIE licenses and has a track record of providing investment advice and financial planning services to individuals, families, businesses, and retirement plans. Luis is committed to providing personalized financial guidance to help clients reach their financial goals. Luis has a long history with Surety Investment Services, starting in 1982 as an agent. Luis is currently the President of Surety Investment Services, leading the firm with a focus on providing guidance to junior representatives.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
07/31/2001 - Present
Planmember Securities Corp. (LOS ANGELES CA)
CA
11/22/1995 - 02/18/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
BC
Issued 12/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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