Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luz? Claim Your ProfileLuz Curiel is an Investment Advisor Representative at Kilter Group. Luz has been in the financial services industry for over 23 years. Luz is licensed in California. Luz provides investment advice to individuals and high-net-worth individuals. Luz also provides financial planning, pension consulting, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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NY
07/25/2024 - Present
Kilter Group (RHINEBECK NY)
IA
Issued 05/10/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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