ADVISOR BIO

Luis Castro is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Luis has been in the industry for over 2 years. Luis is licensed in California and Texas. Luis has passed the Series 7TO, SIE and Series 66 exams. Luis specializes in financial planning, portfolio management, and investment management. Luis is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.

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ADVISOR BIO

Luis Cuevas is an investment advisor representative with over 9 years of experience in the financial services industry. Luis is currently registered with Fidelity Personal And Workplace Advisors, a firm with over $800 billion in assets under management. Previously, Luis was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and Ameriprise Financial Services, Inc. Luis is a licensed investment advisor representative in both California and Texas. Luis is also licensed to sell securities in California. Luis specializes in retirement planning, financial planning, and investment management. Luis offers investment advisory services to individuals, businesses, and pension and profit-sharing plans.

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ADVISOR BIO

Luis Felipe Camou is an investment advisor representative registered with Morgan Stanley, with a professional experience in the financial services industry since 2019. He has earned a Series 7TO, SIE and Series 66 license. Luis has a demonstrated track record of success in the financial services industry. Luis Felipe Camou is committed to providing clients with the highest level of personalized service and investment advice.

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ADVISOR BIO

Luis Alberto Garcia is a financial advisor with Fidelity Personal And Workplace Advisors. Luis is registered with both the Securities and Exchange Commission (SEC) and FINRA and holds Series 6, 7, 63, and 65 licenses. Luis has been working in the financial services industry since 2017. Prior to joining Fidelity, Luis worked with LPL FINANCIAL LLC and Wells Fargo Clearing Services, LLC. Luis is a Registered Investment Advisor (RIA) in the states of California and Texas.

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ADVISOR BIO

Luis Felipe Garcia is a financial advisor at Wells Fargo Clearing Services, LLC and has been in the industry since 2018. Luis holds Series 6, SIE, 6TO, and Series 63 licenses. Luis provides a range of services, including financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Luis is registered in California.

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ADVISOR BIO

Luis Felipe Millan gonzalez is a financial advisor with LPL Financial LLC, a firm that manages over $50 billion in assets and has over 168,000 clients. Luis Felipe is registered with the state of California and holds the Series 63, Series 6TO, and SIE licenses. Luis Felipe is located in the Santa Ana, CA office. Luis Felipe has been a financial advisor for less than a year.

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ADVISOR BIO

Luis Beltran is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Luis has been in the industry since 2011 and is currently registered with the state of California. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Luis has experience at J.P. Morgan Securities LLC and Wells Fargo Advisors, LLC. Luis's areas of expertise include investments, retirement planning, and estate planning.

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ADVISOR BIO

Luis Magin Alcala is a financial advisor currently registered with Allstate Financial Advisors, LLC. Luis has been working in the financial industry since April 4, 2016. Previously, Luis worked with Pruco Securities, LLC. and Park Avenue Securities LLC. Luis holds Series 7, Series 66, and SIE licenses. Luis is also registered as an Investment Advisor Representative in California. Luis has been registered with Allstate Financial Advisors, LLC since August 29, 2019.

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ADVISOR BIO

Luis Young is a financial advisor with J.P. Morgan Securities LLC. Luis is registered with FINRA and holds Series 63, 79TO and SIE licenses. Luis has been in the industry since July 26, 2022. Luis is registered in 53 states, and is actively working in the San Diego, CA office.

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ADVISOR BIO

Luis Robles is a financial advisor with over 10 years of experience in the industry. Luis has a strong background in investment advisory, specializing in financial planning and portfolio management. Luis holds both Series 63 and 65 licenses, and is a Certified Financial Planner (CFP®). Luis is currently registered with Charles Schwab & CO., Inc. Luis was previously registered with BANCWEST INVESTMENT SERVICES, INC. and WELLS FARGO CLEARING SERVICES, LLC.

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