Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mercedez? Claim Your ProfileMercedez Luna is an Investment Advisor Representative with Schwab Wealth Advisory, Inc. Mercedez Luna has been in the financial industry for over 10 years. Mercedez Luna is registered with the state of Colorado as a Broker-Dealer and Investment Advisor. Mercedez Luna has Series 7, SIE and Series 66 licenses. Mercedez Luna provides financial planning and portfolio management services to individuals and businesses. Mercedez Luna works out of the Lone Tree, CO office of Schwab Wealth Advisory, Inc.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
12/26/2023 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
BOTH
Issued 11/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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