Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Miguel Melgar is a financial advisor who has been in the industry since 2017. Luis is currently registered with LPL Financial LLC and has been with the firm since December 2023. Prior to joining LPL Financial LLC, Luis worked at PNC INVESTMENTS. Luis is registered in Arizona, Florida, Illinois and Wisconsin. Luis has a Series 66, Series 7 and SIE licenses. Luis specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
IL
12/18/2023 - Present
LPL Financial LLC (WOODSTOCK IL)
IL
08/31/2022 - 11/29/2023
PNC INVESTMENTS (LIBERTYVILLE IL)
IL
03/20/2020 - 08/09/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
IL
07/17/2018 - 03/17/2020
J.P. MORGAN SECURITIES LLC (Highland Park IL)
IL
05/23/2017 - 11/15/2017
PURSHE KAPLAN STERLING INVESTMENTS (Chicago IL)
BOTH
Issued 09/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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