ADVISOR BIO

Luis Felipe Olivera is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Luis is a highly experienced advisor with a focus on providing financial advice to individuals and families. Luis holds a Series 7TO, Series 9, Series 10 and Series 66 licenses. Luis is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Luis Guillermo Florez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Luis holds Series 7TO, Series 66, and SIE licenses. Luis has been in the securities industry since June 10, 2019, and has experience in providing financial advice to individuals, corporations, and institutions. Luis is licensed to provide securities and investment advice in several states, including Arizona, California, Connecticut, Delaware, Florida, Illinois, Massachusetts, New York, Ohio, Pennsylvania, Texas, Virginia, and Wisconsin.

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ADVISOR BIO

Luis Quintero is a financial advisor registered with Equitable Advisors, LLC. Luis has been in the financial services industry since January 28, 1998 and has held licenses with several firms including HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc., and CitiCorp Investment Services. Luis is registered with the state of Florida and New York. Luis is a General Securities Principal and holds the Series 7, Series 24, Series 63, and SIE licenses. Luis specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Luis Prieto is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Miami, FL. Luis has been in the financial services industry since 1994. Luis has a Series 7, Series 63, and Series 65 license. Prior to joining Raymond James, Luis worked at Wells Fargo Advisors, LLC. Luis is registered with the state of Florida and has expertise in retirement planning, estate planning, and investment management. Luis's primary focus is on helping individuals and families reach their financial goals.

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ADVISOR BIO

Luis Alfonso is a financial professional registered with J.p. Morgan Securities LLC in Miami, Florida. Luis holds the Series 6TO and SIE securities licenses and has been active in the industry since December 2022. Luis specializes in a variety of financial services, including investment management, financial planning, and pension consulting.

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ADVISOR BIO

Luis Fernando Rodriguez is a financial advisor registered with Wells Fargo Clearing Services, LLC, a firm with over $10 billion - $50 billion in assets. Luis Rodriguez has been in the financial industry since 2015 and currently holds the Series 6, 6TO, and SIE licenses. He is also registered in the states of Florida and Georgia. Luis Rodriguez has previously been employed by WAMU INVESTMENTS, INC., CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES.

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ADVISOR BIO

Luis M. Fernandez is a financial professional with over 16 years of experience in the industry. Luis is currently registered with Wells Fargo Clearing Services, LLC, where Luis is a Registered Representative. Luis has held prior positions with VectorGlobal WMG and Amerant Investments, Inc. Luis has passed the Series 66, Series 7, and SIE exams.

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ADVISOR BIO

Luis O'Barrio is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Fort Myers, Florida. Luis has been working in the financial services industry since 2016. Luis is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 9, 10, 66 and SIE licenses. Luis is also a registered investment advisor in Florida and Texas. Luis specializes in providing investment advice to individuals, corporations, businesses, and other institutions.

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ADVISOR BIO

Luis Miranda is a financial advisor with over 5 years of experience. Luis Miranda holds Series 63, 31, SIE and 7 licenses and is currently registered with Citigroup Global Markets Inc. in California and Florida. Luis Miranda previously worked with J.P. MORGAN SECURITIES LLC. Luis Miranda is registered to provide investment advice in 48 states and Washington, D.C. Luis Miranda specializes in providing asset allocation advice, financial planning, pension consulting, and portfolio management services to individuals and businesses.

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ADVISOR BIO

Luis Medellin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Luis has been in the securities industry since October 4, 2015. Luis is currently registered with both FINRA and the state of Texas. Luis has passed the Series 66, Series 7 and SIE exams. Luis has worked with Citigroup Global Markets Inc., Citi Private Advisory, LLC and Inverlat International, Inc. prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Luis has experience in the securities and investment advisory industries. Luis specializes in providing financial and investment advice to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Luis is committed to helping clients achieve their financial goals.

SPECIALIZATIONS