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Luisa E. Oropeza filardo

Bolton Securities Corp.

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About Luisa E. Oropeza filardo

Luisa E. Oropeza filardo is a registered representative and investment advisor representative with Bolton Securities Corp. Luisa has been in the financial services industry for over 8 years, and has held previous positions at Bolton Global Capital and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Luisa is licensed to offer securities and investment advisory services in Florida, Georgia, New York, and Texas.

Firm Information

Luisa Oropeza filardo is currently registered with Bolton Securities Corp.. Bolton Securities Corp. is a registered investment advisor that has been in business since 1999. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They have offices in Bolton, Massachusetts and are registered in all 50 states and the District of Columbia.
Bolton Securities Corp.

579 MAIN STREET

BOLTON, MA 01740

$5.85B

Assets Under Management

Not reported

Total Clients

138

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Luisa Oropeza filardo’s Registration & Firm History

MA

02/12/2019 - Present

Bolton Securities Corp. (BOLTON MA)

FL

04/23/2018 - 12/31/2018

BOLTON GLOBAL CAPITAL (Weston FL)

FL

06/08/2016 - 04/24/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTON FL)

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Licenses & Designations

BOTH

Issued 04/07/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luisa E. Oropeza filardo.
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