Luis Roque

Luis Roque Email and Phone Number

Financial Advisor at Raymond James Financial Services, Inc. @ Raymond James Financial Services, Inc., Member FINRA/SIPC
Toronto, ON
Luis Roque's Location
Miami, Florida, United States, United States
Luis Roque's Contact Details

Luis Roque work email

Luis Roque personal email

n/a
About Luis Roque

For important disclosure information, please see “Social Media Disclosure” link in the“Contact Info” section.

Luis Roque's Current Company Details
Raymond James Financial Services, Inc., Member FINRA/SIPC

Raymond James Financial Services, Inc., Member Finra/Sipc

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Financial Advisor at Raymond James Financial Services, Inc.
Toronto, ON
Website:
raymondjames.ca
Employees:
5
Luis Roque Work Experience Details
  • Raymond James Financial Services, Inc., Member Finra/Sipc
    Financial Advisor
    Raymond James Financial Services, Inc., Member Finra/Sipc Oct 2015 - Present
    St. Petersburg, Florida, Us
    Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
    View
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Aug 2000 - Oct 2015
    St. Louis, Missouri, Us
    Over 14 years of experience in wealth management and bank brokerage.High level of relationship management experience dealing with high-net worth individuals.History of strong revenue-generating results across multiple platforms within a variety of investment and insurance products; broad asset management placement skills.Extensive knowledge of financial services and products, part of which include, but not limited to: mutual funds, annuities, life insurance, alternative strategies and wealth planning.S7, S66 licenses; State of Florida: Life, Health, and Variable Annuity licenses.
    View

Luis Roque Skills

Customer Service Marketing Strategic Planning Retirement Planning Fixed Annuities Financial Analysis Insurance Project Planning Market Research Investment Banking Asset Allocation Retirement Income Strategies Fixed Income Portfolio Management Fixed Income Strategies Asset Protection Qualified Retirement Plans Sales Series 7 Variable Annuities Annuity Sales Indexed Annuities Bond Markets Wealth Management Services Wealth Preservation Planning Portfolio Management Marketing Strategy Sales Management Financial Services Mutual Funds Investments 401k Education

Luis Roque Education Details

  • Coral Park Senior High School
    Coral Park Senior High School
  • Florida International University
    Florida International University
    Bachelor'S Degree
  • University Of Florida
    University Of Florida

Frequently Asked Questions about Luis Roque

What company does Luis Roque work for?

Luis Roque works for Raymond James Financial Services, Inc., Member Finra/sipc

What is Luis Roque's role at the current company?

Luis Roque's current role is Financial Advisor at Raymond James Financial Services, Inc..

What is Luis Roque's email address?

Luis Roque's email address is lu****@****mes.com

What schools did Luis Roque attend?

Luis Roque attended Coral Park Senior High School, Florida International University, University Of Florida.

What skills is Luis Roque known for?

Luis Roque has skills like Customer Service, Marketing, Strategic Planning, Retirement Planning, Fixed Annuities, Financial Analysis, Insurance, Project Planning, Market Research, Investment Banking, Asset Allocation, Retirement Income Strategies.

Who are Luis Roque's colleagues?

Luis Roque's colleagues are Danielle Salzer, Elinore Richter, Justin Myalil, Alin Frentzen, Cfp®, Tyler Mccall, Ummayair Ahmad, Carmen Hughes.

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