Unclaimed
Luis Rexach is a financial advisor with Empower Advisory Group, LLC. Luis has been in the financial services industry since June 5, 2013. Luis holds a Series 66 license, and Series 7, Series 6TO and SIE licenses. Luis is registered to provide investment advisory services in Texas. Luis's previous experience includes roles at J.P. Morgan Securities LLC, LPL Financial LLC, and Capital One Investing, LLC. Luis specializes in financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
TX
10/06/2022 - Present
Empower Advisory Group, LLC (HOUSTON TX)
TX
08/02/2018 - 09/28/2022
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
07/10/2017 - 07/31/2018
LPL FINANCIAL LLC (HOUSTON TX)
TX
06/01/2015 - 06/21/2017
CAPITAL ONE INVESTING, LLC (CYPRESS TX)
PR
01/15/2013 - 02/04/2015
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
BOTH
Issued 07/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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