Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Manriquez is a financial advisor in Tucson, Arizona with over 40 years of experience in the industry. Luis is registered with Wealth Enhancement Advisory Services, LLC and LPL Financial. Luis specializes in providing financial planning, investment advisory, and pension consulting services to a wide range of clients, including individuals, businesses, and charitable organizations. Luis is committed to providing his clients with personalized and comprehensive financial guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
AZ
11/01/2024 - Present
Wealth Enhancement Advisory Services, LLC (TUCSON AZ)
CA
01/04/2002 - 12/18/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
SC
08/28/1995 - 01/04/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
08/26/1993 - 09/18/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/26/1993 - 09/18/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
07/31/1993 - 08/31/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
09/04/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
KS
09/02/1981 - 09/04/1991
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 08/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1981
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/28/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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