Hector Luna

Hector Luna Email and Phone Number

Regional Vice President @ Merit Financial Advisors
Houston, TX, US
Hector Luna's Location
Greater Houston, United States
Hector Luna's Contact Details

Hector Luna personal email

n/a

Hector Luna phone numbers

About Hector Luna

With over 12 years of experience in the financial services industry. I provide comprehensive financial planning and guidance to clients across the country. I hold Series 7 and other licenses, and I have expertise in financial advisory, sales management, and client relationship. I am passionate about helping clients achieve their financial goals, whether it is retirement, education, estate, or investment planning. I am fluent in English and Spanish, and I have a Bachelor of Business Administration from The University of Akron. I am always eager to learn new skills, expand my knowledge, and grow my career.

Hector Luna's Current Company Details
Merit Financial Advisors

Merit Financial Advisors

View
Regional Vice President
Houston, TX, US
Employees:
6
Hector Luna Work Experience Details
  • Merit Financial Advisors
    Regional Vice President
    Merit Financial Advisors
    Houston, Tx, Us
  • Mai Capital Management
    Wealth Advisor Director
    Mai Capital Management Sep 2024 - Present
    Texas, United States
    We empower you to simplify, protect, & grow your wealth.
  • Wealth Enhancement Group
    Financial Advisor
    Wealth Enhancement Group Aug 2023 - Sep 2024
    Houston, Texas, United States
    Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
  • Fidelity Investments
    Regional Planning Consultant
    Fidelity Investments Feb 2022 - Aug 2023
    Houston, Texas, United States
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments Jun 2015 - Feb 2022
    Houston, Texas Area
  • Huntington Investment Co.
    Financial Advisor
    Huntington Investment Co. Aug 2013 - Jun 2015
    Kent
  • Keybank
    Licensed Relationship Manager
    Keybank Jan 2013 - Aug 2013
  • Jpmorgan Chase
    Personal Banker-Licensed
    Jpmorgan Chase Dec 2010 - Jan 2013
  • At&T
    Sales Representative
    At&T Jan 2009 - Dec 2009
    Akron, Oh

Hector Luna Skills

Financial Advisory Series 63 Cash Management Commercial Mortgages Banking Lines Of Credit Credit Cards Insurance Retirement Planning Sales Cross Selling Financial Risk Relationship Management Investments Mortgage Lending Refinance Finance Deposits Financial Services Commercial Banking Wealth Management Sales Management Mutual Funds Strategic Financial Planning Microsoft Office Microsoft Word Microsoft Excel Asset Management New Business Development Credit Consumer Lending Customer Service Management Retail Banking Commercial Lending Small Business Lending Loans Fha Investment Properties Series 7 Residential Mortgages

Hector Luna Education Details

  • The University Of Akron
    The University Of Akron
    Business, Management

Frequently Asked Questions about Hector Luna

What company does Hector Luna work for?

Hector Luna works for Merit Financial Advisors

What is Hector Luna's role at the current company?

Hector Luna's current role is Regional Vice President.

What is Hector Luna's email address?

Hector Luna's email address is he****@****fmr.com

What is Hector Luna's direct phone number?

Hector Luna's direct phone number is +161791*****

What schools did Hector Luna attend?

Hector Luna attended The University Of Akron.

What skills is Hector Luna known for?

Hector Luna has skills like Financial Advisory, Series 63, Cash Management, Commercial Mortgages, Banking, Lines Of Credit, Credit Cards, Insurance, Retirement Planning, Sales, Cross Selling, Financial Risk.

Who are Hector Luna's colleagues?

Hector Luna's colleagues are Lazar A, Sunil Sunil G.

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