Luis is a Private Advisor at Seacoast Investment Services, providing financial planning and investment services. He understands that developing long-term working relationships with clients progressing through their careers is critical towards planning for retirement.
Luis was born in Caracas, Venezuela, and moved to Florida at the age of 14. He attained his Bachelor’s degree in Cognitive Studies from Ashford University in Iowa, and now lives in Williston, Florida with his family. In his free time, he enjoys playing baseball, watching his daughter play softball, and was a coach for the Williston High School baseball team. GO Red Devils!
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit|
Seacoast Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.LPL.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Are you interested in contacting a local, Florida advisor to discuss your individual financial needs? We’d love to speak with you. Schedule a consultation today.