Luis
Pinto
Ae Wealth Management, LLC
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About this Advisor
Luis Pinto is a financial advisor based in Winter Garden, Florida, working with Ae Wealth Management, LLC. Luis has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Florida State University, American Bancshares Mortgage LLC, Nations Lending Corporation, 1St Financial Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, U.S Air Force Reserve Officer Training Corps, Ae Wealth Management, LLC, The Lifewealth Group, and Madison Avenue Securities. Luis has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Luis is part of Ae Wealth Management, LLC, which operates out of Winter Garden, Florida. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Luis Pinto Work History
Madison Avenue Securities
Ae Wealth Management, LLC
The Lifewealth Group
Merrill Lynch, Pierce, Fenner & Smith Inc
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
1St Financial Inc
Nations Lending Corporation
American Bancshares Mortgage LLC
Florida State University
U.S Air Force Reserve Officer Training Corps
Disclosures
Please visit the SEC profile of Luis Pinto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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