Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luis? Claim Your ProfileLuis Fajardo Ortiz is a financial professional with Charles Schwab & CO., Inc.. Luis holds the Series 7TO and SIE licenses. Luis has been in the financial industry since July 31, 2024. Luis is registered with FINRA and currently works out of the Phoenix, AZ branch office.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
07/31/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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