ADVISOR BIO

Luis Miguel Antonio Tan Sy is an investment advisor representative registered with Payden & Rygel, a firm specializing in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Luis Sy holds both the Series 63 and Series 65 licenses. He has been in the securities industry since 2021. His previous work experience includes Morgan Stanley and CBRE Inc.

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ADVISOR BIO

Luis Rhi is an investment advisor representative with Barrow Hanley Global Investors in DALLAS, Texas. Luis is registered as an Investment Advisor in Texas and has a Series 65 license. Luis has been in the industry since September 1998 and holds the Uniform Investment Adviser Law Examination.

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ADVISOR BIO

Luis Bruzual is an active investment advisor representative licensed with Insigneo Advisory Services, LLC. Luis has been working in the financial industry since 2022. Luis holds Series 66, Series 7TO, and SIE licenses. Luis specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Luis Rolando Mercado is a financial advisor with Oppenheimer & Co. Inc. based in Coral Gables, FL. Luis has been working in the financial industry since 1994. Prior to joining Oppenheimer & Co. Inc., Luis was a financial advisor at Morgan Stanley. Luis is registered to provide securities services in eight states including California, Florida, Georgia, New Jersey, New York, North Carolina, Puerto Rico and South Carolina.

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ADVISOR BIO

Luis Samayoa is an investment advisor representative with BTG Pactual Asset Management US, LLC. Luis has been in the industry since March 2007 and has experience with both individual and institutional clients. Luis is currently registered with the state of Florida as an Investment Advisor Representative. Luis also holds the Series 7 and Series 65 licenses. Luis previously worked for BAC Florida Investments in Coral Gables, Florida.

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ADVISOR BIO

Luis Zervigon is a financial advisor with Captrust in New Orleans, Louisiana. Luis is registered to provide investment advisory services in Louisiana. Luis has been in the financial services industry since 2010. Luis holds the CERTIFIED FINANCIAL PLANNER™ designation.

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ADVISOR BIO

Luisa Serena is a financial advisor with over 17 years of experience in the industry. She has worked for a variety of firms, including Ameriprise Financial Services, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., and Stanchart Securities International, Inc. Luisa is currently registered with IPG Investment Advisors, LLC and holds the Series 7, Series 63, and Series 66 licenses. Luisa specializes in providing financial advice to individuals, corporations, and pooled investment vehicles.

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ADVISOR BIO

Luisa Fernanda Chavez is an investment advisor representative registered with Fisher Investments. Luisa has been in the industry since 2017 and has specialized in providing investment advice to high net worth individuals, insurance companies, charitable organizations, pooled investment vehicles, corporations, and individuals. Luisa holds a Series 65 license and is registered in both California and Texas. Luisa received a degree from Boston College in 2013.

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ADVISOR BIO

Luis celso Pasquale Rosa is a financial advisor associated with TLG Advisors, Inc., a firm with offices in Littleton, Colorado and New Hope, Pennsylvania. Luis celso Pasquale Rosa is a Registered Representative in the state of Pennsylvania, and an Investment Advisor Representative in the state of Pennsylvania. Luis celso Pasquale Rosa has been in the securities industry since 2001. Luis celso Pasquale Rosa has worked as a financial advisor with other firms prior to joining TLG Advisors, Inc., including AXA Advisors, LLC and MONY Securities Corporation. Luis celso Pasquale Rosa holds the Series 7, Series 66 and SIE licenses. Luis celso Pasquale Rosa is also a registered Independent Insurance Agent. Luis celso Pasquale Rosa specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Luis Felipe Thomaz Henriques is an Investment Advisor representative for BTG Pactual Asset Management US, LLC. Luis Felipe Thomaz Henriques has 9 years of experience in the securities industry. Luis Felipe Thomaz Henriques is registered with FINRA and has passed the Series 7, SIE, and Series 63 exams. Luis Felipe Thomaz Henriques is registered to offer securities in 49 states and 2 jurisdictions. Luis Felipe Thomaz Henriques has previously been employed by Citi Private Advisory, LLC, CITIGROUP GLOBAL MARKETS INC., HSBC Global Asset Management, Safra Asset Management, J.P. Morgan, Full-Time MBA At UCLA Anderson School of Management, Citibank NA, BTG Pactual US Capital, LLC, and BTG Pactual Asset Management US LLC. Luis Felipe Thomaz Henriques holds the designation of Chartered Financial Analyst.

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