Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luz? Claim Your ProfileLuz Giraldo is a financial advisor with over 20 years of experience in the financial services industry. Luz is registered with MML Investors Services, LLC and holds Series 6, 7, 63, and 66 licenses. Luz has been a registered representative with MML Investors Services, LLC since March 2017. Previously, Luz was a registered representative with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Luz has experience providing financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Luz specializes in a variety of financial planning services, including investment management, retirement planning, college savings, and insurance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TN
05/30/2017 - Present
MML Investors Services, LLC (Cleveland TN)
LA
01/30/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (METAIRIE LA)
LA
01/30/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (METAIRIE LA)
BOTH
Issued 03/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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