Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Quintero is a financial advisor registered with Equitable Advisors, LLC. Luis has been in the financial services industry since January 28, 1998 and has held licenses with several firms including HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc., and CitiCorp Investment Services. Luis is registered with the state of Florida and New York. Luis is a General Securities Principal and holds the Series 7, Series 24, Series 63, and SIE licenses. Luis specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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2
FL
10/15/2021 - Present
Equitable Advisors, LLC (MIAMI FL)
FL
01/01/2005 - 06/05/2020
HSBC SECURITIES (USA) INC. (MIAMI FL)
NY
03/06/2001 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
09/20/1996 - 03/27/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 11/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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