Hector Luna Email & Phone Number
Regional Vice President @ Merit Financial Advisors
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Hector Luna Location
- Houston, TX, US
Hector Luna Work
- Regional Vice President @ (April 2025 - Present)
- Wealth Advisor Director @ (September 2024 - April 2025)
- Financial Advisor @ (August 2023 - September 2024)
- Regional Planning Consultant @ (February 2022 - August 2023)
- Financial Consultant @ (June 2015 - February 2022)
- Financial Advisor @ Huntington Investment Co. (August 2013 - June 2015)
- Licensed Relationship Manager @ KeyBank (January 2013 - August 2013)
- Personal Banker-Licensed @ JPMorgan Chase (December 2010 - January 2013)
- Sales Representative @ (January 2009 - December 2009)
Hector Luna Education
- The University of Akron
Bachelor of Business Administration (B.B.A.) (Business, Management)
Hector Luna Skills
- Financial Risk
- Customer Service
- Series 63
- Microsoft Office
- Credit Cards
- Lines of Credit
- Loans
- Strategic Financial Planning
- Cross Selling
- Financial Services
- Mutual Funds
- Microsoft Excel
- New Business Development
- Relationship Management
- Public Speaking
- Retail Banking
- Banking
- Small Business Lending
- Mortgage Lending
- Asset Management
- Investments
- Sales
- Financial Advisory
- Commercial Banking
- Finance
- Commercial Lending
- Consumer Lending
- Microsoft Word
- Management
- Wealth Management
- Insurance
- Commercial Mortgages
- Retirement Planning
- Series 7
- Cash Management
- Credit
- FHA
- Residential Mortgages
- Financial Analysis
- Refinance
- Deposits
- Sales Management
- Investment Properties
Hector Luna Summary
- Hector Luna, based in Houston, TX, US, is currently a Regional Vice President at Merit Financial Advisors. Hector Luna brings experience from previous roles at MAI Capital Management, Wealth Enhancement Group and Fidelity Investments. Hector Luna holds a Bachelor of Business Administration (B.B.A.) in Business, Management @ The University of Akron. With a robust skill set that includes Financial Risk, Customer Service, Series 63, Microsoft Office, Credit Cards and more. Hector Luna has 1 emails and 1 mobile phone numbers on RocketReach.
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