Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Villarejo is a financial advisor with over 25 years of experience in the industry. Luis currently works at Mesirow Financial Investment Management, Inc., where he has been registered as a representative for both broker-dealer and investment advisor services since 2005. Luis is licensed in Illinois and Puerto Rico. Prior to joining Mesirow Financial Investment Management, Inc., Luis was a registered representative for a number of other firms, including Columbia Financial Center Incorporated, Columbia Funds Distributor, Inc., Prudential-Bache Securities Inc., Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc. Luis is a highly experienced financial advisor with a strong track record of success. Luis specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, businesses, corporations, trusts, and institutions.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PR
03/23/2005 - Present
Mesirow Financial Investment Management, Inc. (SAN JUAN PR)
OR
09/08/2004 - 03/22/2005
COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)
MA
07/02/2002 - 11/22/2004
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NA
03/29/1988 - 05/08/1990
PRUDENTIAL-BACHE SECURITIES INC.
NA
02/15/1988 - 03/04/1988
SHEARSON LEHMAN HUTTON INC.
NA
09/22/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 07/17/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/07/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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