Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Monteiro is a financial advisor with over 10 years of experience in the industry. Luis is currently registered with Santander Securities LLC and has held previous positions with Ameritas Investment Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BANC of America Investment Services, Inc. Luis provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
02/11/2019 - Present
Santander Securities LLC (Boston MA)
NE
05/24/2017 - 10/03/2017
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MA
10/23/2015 - 01/04/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEDHAM MA)
MA
08/06/2015 - 10/20/2015
SANTANDER SECURITIES LLC (WALPOLE MA)
RI
03/16/2012 - 09/30/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
MA
10/23/2009 - 09/14/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALTHAM MA)
MA
12/15/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
MA
05/08/2006 - 07/31/2006
E*TRADE SECURITIES LLC (BOSTON MA)
MA
01/06/2006 - 05/08/2006
BROWNCO, LLC (BOSTON MA)
BOTH
Issued 01/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/28/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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