Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Sanchez is a registered representative with City National Securities, Inc. and has been in the industry since April 2024. Luis is a Series 7TO and SIE licensed individual, who specializes in the securities, advisory, brokerage, and financial and investment planning services. Luis holds a specialization in the following: Securities, Advisory, Brokerage, and Financial and Investment Planning. Luis is based in Pasadena, CA and has been with City National Securities, Inc. since April 2024.
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.
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.
Mutual fund fees, broker fees & transaction fees
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2
CA
04/03/2024 - Present
City National Securities, Inc. (Pasadena CA)
BC
Issued 04/03/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2024
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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