Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Manuel Espinoza is a financial advisor with over 20 years of experience in the financial services industry. Luis has a wide range of experience in various financial firms, including First Financial Equity Corporation and Newport Coast Securities, Inc. Luis is currently a registered representative with IP Financial Advisory Services LLC, a firm that specializes in providing financial advisory services to individuals and businesses. Luis has a strong understanding of the financial markets and a commitment to providing personalized service to clients.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
02/24/2022 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
CA
10/15/2014 - 03/02/2022
FIRST FINANCIAL EQUITY CORPORATION (Riverside CA)
CA
06/26/2012 - 10/22/2014
NEWPORT COAST SECURITIES, INC. (RIVERSIDE CA)
CA
06/11/2010 - 06/29/2010
KOVACK SECURITIES INC. (RIVERSIDE CA)
CA
11/01/2007 - 05/26/2010
LPL FINANCIAL CORPORATION (RIVERSIDE CA)
CA
11/30/2001 - 11/08/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CORONA CA)
MN
11/30/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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