Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Sanabria is a financial advisor registered with J. W. Cole Advisors, Inc. in Tampa, Florida. Luis has been in the financial industry since January 9, 2019. Luis has extensive experience in financial planning and portfolio management, serving individuals, businesses and charitable organizations. Luis has also worked at Fidelity Brokerage Services LLC, Morgan Stanley and T. Rowe Price Investment Services, Inc. Luis is a Series 6, 7, 63, 66 and SIE licensed representative. Luis's firm, J. W. Cole Advisors, Inc. offers advisory services that include financial planning, selection of other advisors, portfolio management for businesses and 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.
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.
Hourly & fixed rate consulting
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.
1
2
FL
05/01/2023 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
10/20/2021 - 12/06/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
09/12/2019 - 03/30/2021
MORGAN STANLEY (ST. PETERSBURG FL)
FL
12/12/2017 - 07/15/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 12/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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