Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Orlando Barrionuevo is an investment advisor representative at Ameritas Advisory Services, LLC. Luis has been in the financial services industry since 1991 and has a wide range of experience in the field. Luis holds a number of licenses and certifications, including Series 6, 7, 24, 26, 52, 53, 63 and SIE. Luis also holds the Chartered Financial Consultant designation. Luis is a registered investment advisor representative in Florida, Massachusetts, North Carolina and Ohio. Luis has been a registered investment advisor representative with Ameritas Advisory Services, LLC since 2021. Prior to that, Luis was an investment advisor representative with Principal Securities, Inc. Luis is dedicated to providing his clients with personalized financial advice and guidance. Luis's commitment to his clients has earned him a reputation as a trusted and respected advisor.
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.
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.
Solicitor fees
1
2
FL
11/01/2021 - Present
Ameritas Advisory Services, LLC (Lake Placi FL)
FL
12/04/2003 - 04/29/2021
PRINCIPAL SECURITIES, INC. (Miramar FL)
MA
04/22/1991 - 12/01/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/22/1991 - 12/01/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/29/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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