Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Roberto Najar is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., located in San Juan Capistrano, CA. Luis holds a Series 7TO, Series 66 and SIE licenses, and is registered to provide investment advice in Arizona, California, Florida, Nevada, Oregon, Texas, Utah, and Washington. Luis has been working in the securities industry since June 2015. Luis's current employment is with Merrill Lynch, Pierce, Fenner & Smith Inc. in San Juan Capistrano, CA, and is a co-owner of a rental property in Mission Viejo, CA. Luis also acts as a successor trustee for C P Seperate Trust in Mission Viejo, CA, and N family Trust in Costa Mesa, CA. Luis's areas of specialization include securities, investment advisory services, financial planning, and portfolio management. Luis is available to help clients with their investment needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
04/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN JUAN CAPISTRANO CA)
BOTH
Issued 03/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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