Luis Rivera (CRD# 5736131) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Winter Garden, FL and has over 13 years of experience in the finance industry.
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2227187
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank Ssb | Orlando, FL | May 2022 - Current | 2 |
| Charles Schwab Premier Bank | Orlando, FL | May 2022 - Current | 2 |
| Charles Schwab Trust Bank | Orlando, FL | May 2022 - Current | 2 |
| Charles Schwab & Company, Inc. | Orlando, FL | Jun 2011 - Current | 12 |
| Schwab Private Client Investment Advisors | Orlando, FL | Jul 2018 - May 2022 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2011 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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