Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Selina? Claim Your ProfileSelina Holguin-lucero is a financial advisor with over 27 years of experience in the financial services industry. Selina is currently registered with Raymond James & Associates, Inc. and has previously worked with a number of other firms including Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Morgan Stanley DW Inc. Selina specializes in working with individuals, businesses, corporations, insurance companies, high-net-worth individuals, pension plans, and charitable organizations.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
07/15/2021 - Present
Raymond James & Associates, Inc. (EL PASO TX)
TX
08/26/2011 - 07/19/2021
WELLS FARGO CLEARING SERVICES, LLC (EL PASO TX)
TX
11/21/2005 - 08/29/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL PASO TX)
NY
07/03/2003 - 11/28/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/08/1995 - 07/07/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
04/11/1988 - 06/05/1989
SHEARSON LEHMAN HUTTON INC.
NA
01/19/1988 - 04/11/1988
E. F. HUTTON & COMPANY INC
BC
Issued 11/09/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2004
Series 3 - National Commodity Futures Examination
BC
Issued 09/08/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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