Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Raposo is a financial advisor registered with Shorepoint Capital Partners LLC in Norwood, Massachusetts. Luis has been in the industry for over 20 years. Luis is also a Chartered Financial Analyst. Luis offers a range of services, including financial planning, pension consulting, and portfolio management. The advisor also offers publications and portfolio management services for individuals and pooled investment vehicles.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
11/23/2009 - Present
Shorepoint Capital Partners LLC (NORWOOD MA)
RI
02/25/1998 - 02/09/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
01/18/1995 - 12/31/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 01/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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