Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Vincent Rangel is an Investment Advisor Representative with Morgan Stanley and has been in the industry since March 4, 1986. Luis has a wide range of experience, having worked with a variety of firms, including Merrill Lynch and E.F. Hutton & Company Inc. Luis is licensed to provide financial advice in a number of states. The advisor has a wide array of certifications and licenses including Series 3, 7, 9, 10, 31, 63, 65, 79TO and SIE. Luis is committed to providing clients with personalized financial advice and services, and has extensive experience in portfolio management, financial planning, and investment banking.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
11/16/2018 - Present
Morgan Stanley (Boca Raton FL)
FL
05/16/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIAMI FL)
FL
08/21/1987 - 01/30/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
NA
11/20/1985 - 10/13/1987
E. F. HUTTON & COMPANY INC
IA
Issued 01/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/10/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2009
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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