Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luzaida? Claim Your ProfileLuzaida Vazquez Pietri is a financial advisor at Ameriprise Financial Services, LLC, with over 15 years of experience in the industry. Luzaida is registered in California, Florida, Illinois, Michigan, Nevada, New Jersey, Texas, Virginia, and Wisconsin. Luzaida is also a Certified Financial Planner. Luzaida has previously worked at CUSO FINANCIAL SERVICES, L.P., and Edward Jones. Luzaida provides financial planning, asset allocation services, portfolio management, and educational seminars. Luzaida also acts in a fiduciary capacity, such as trustee, conservator, guardian, executor or personal representative.
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 services
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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2
CA
10/09/2012 - Present
Ameriprise Financial Services, LLC (San Jose CA)
CA
11/06/2008 - 08/18/2010
CUSO FINANCIAL SERVICES, L.P. (FREMONT CA)
CA
07/07/2005 - 07/31/2008
EDWARD JONES (BERKELEY CA)
BOTH
Issued 02/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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