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 Olmos is a financial advisor with Vectorglobal WMG. Luis has over 20 years of experience in the financial services industry. Luis holds the Series 7TO and SIE licenses. Luis is currently registered in Florida. Luis previously worked at Stoncrest Capital Markets, Inc. and CitiCorp Financial Services Corporation.
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.
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.
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2
FL
02/21/2024 - Present
Vectorglobal WMG (MIAMI FL)
TX
08/29/2022 - 12/15/2023
STONECREST CAPITAL MARKETS, INC. (AUSTIN TX)
PR
06/04/2004 - 02/25/2005
CITICORP FINANCIAL SERVICES CORPORATION (SAN JUAN PR)
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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