Unclaimed
Luis Medeiros has been in the financial services industry since 2007. Luis is currently registered with Columbia Management Investment Distributors, Inc. and has passed the Series 6, SIE and Series 63 exams. Luis is registered with the state of Massachusetts.
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.
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.
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2
MA
05/01/2010 - Present
Columbia Management Investment Distributors, Inc. (BOSTON MA)
MA
10/23/2007 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 11/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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