Barbara Luis Email & Phone Number
Senior Vice President, Financial Advisor @ Northern Trust Corporation
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Barbara Luis Location
- Miami, FL, US
Barbara Luis Work
- 1999 - now Senior Vice President, Financial Advisor @
- 1993 - 1999 Vice President, Registered Representative @
- 1989 - 1993 Assistant Vice President, Branch Manager @ First Interstate Bank of Nevada
- 1984 - 1989 Assistant Branch Manager @
- 1983 - 1984 New Account Officer @ AmeriFirst Federal
Barbara Luis Education
- Barry University
Bachelor's Degree (Finance)
- Notre Dame Academy
High School
- Miami Dade College
Associate's Degree
Barbara Luis Skills
- Investments
- Asset Allocation
- Asset Management
- FINRA Licenses: Series 7 and 63
- Wealth Management
- Securities
- Portfolio Management
- Financial Services
- Series 7
- Fixed Income
- Finance
- Banking
- Marketing Strategy
- Mutual Funds
- Series 66
- FINRA Licenses: Series 7 and 63
- Account Management
- Finra Licenses
- Healthcare
- Strategic Planning
- Microsoft Office
- Microsoft Word
- Nursing
- Series 7 And 63
- Series
Barbara Luis Summary
- Barbara Luis, based in Miami, FL, US, is currently a Senior Vice President, Financial Advisor at Northern Trust Corporation. Barbara Luis brings experience from previous roles at Citi, First Interstate Bank of Nevada, Carteret Savings Bank and AmeriFirst Federal. Barbara Luis holds a Bachelor's Degree in Finance @ Barry University. With a robust skill set that includes Investments, Asset Allocation, Asset Management, FINRA Licenses: Series 7 and 63, Wealth Management and more. Barbara Luis has 2 emails and 5 mobile phone numbers on RocketReach.
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