Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luiz? Claim Your ProfileLuiz Augusto Souto-maior is a financial advisor with over 30 years of experience in the financial services industry. Luiz is currently registered with U.S. Bancorp Investments, Inc. and previously worked with Charles Schwab & Co., Inc. Luiz provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Luiz has a wide range of experience working with high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Luiz is dedicated to providing clients with personalized financial advice and helping them reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
12/01/2022 - Present
U.s. Bancorp Investments, Inc. (Madras OR)
OR
02/23/2010 - 12/08/2022
CHARLES SCHWAB & CO., INC. (Eugene OR)
OR
12/26/2008 - 02/17/2010
THRIVENT INVESTMENT MANAGEMENT INC. (BEND OR)
OR
06/13/2008 - 12/22/2008
AIG RETIREMENT ADVISORS, INC. (PORTLAND OR)
OR
05/11/2006 - 09/26/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (REMOND OR)
FL
08/17/2004 - 03/20/2006
STANDARD NEW YORK SECURITIES, INC. (MIAMI FL)
TX
03/12/1993 - 07/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
04/20/1992 - 03/16/1993
HAMILTON INVESTMENTS, INC.
MD
07/27/1990 - 01/21/1991
CALVERT SECURITIES CORPORATION (BETHESDA MD)
CT
09/12/1989 - 07/12/1990
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
07/20/1988 - 04/06/1989
DERAND INVESTMENT CORPORATION OF AMERICA
BOTH
Issued 11/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/16/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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