Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Medellin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Luis has been in the securities industry since October 4, 2015. Luis is currently registered with both FINRA and the state of Texas. Luis has passed the Series 66, Series 7 and SIE exams. Luis has worked with Citigroup Global Markets Inc., Citi Private Advisory, LLC and Inverlat International, Inc. prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Luis has experience in the securities and investment advisory industries. Luis specializes in providing financial and investment advice to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Luis is committed to helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
06/21/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
03/12/2018 - 06/20/2023
CITI PRIVATE ADVISORY, LLC (Miami FL)
FL
12/06/2017 - 06/20/2023
CITIGROUP GLOBAL MARKETS INC. (Miami FL)
NY
11/08/1995 - 01/08/1998
INVERLAT INTERNATIONAL, INC. (NEW YORK NY)
BOTH
Issued 01/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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