Luis Orama Email & Phone Number
Senior Vice President - Investments, PIM Portfolio Manager @ Wells Fargo Advisors
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Luis Orama Location
- California, United States
Luis Orama Work
- 2013 -now Senior Vice President - Investments, PIM Portfolio Manager @
- 2000 -2013 Vice President - Financial Advisor @
- 1998 -2000 Commodities Broker - Series 3 license @ Newhall Discount Futures and Options/Main Street Trading
- 1996 -1998 Registered Rep @ Independant Capital Management/Sun America Securities
Luis Orama Education
- The Ohio State University
Undergraduate Degree - BSBA (Triple Major in Business)
1988-1993 - University of California, Irvine
Personal Financial Planning Certificate Program (Financial Planning and Services)
Luis Orama Skills
- Tax Efficient Planning
- Investments
- Retirement Planning
- Financial Services
- Finance
- Business Development
- Asset Allocation
- Financial Advisory
- Fixed-Income Strategies
- Insurance
- Investment Planning
- Investment Strategies
- Retirement Savings
- Risk Management
- Mutual Funds
- Bonds
- Fixed Annuities
- Wealth-Preservation Planning
- Exchange Traded Funds
- Stock Analysis
- Variable Annuities
- Fixed Index Annuities
- Strategic Investing
Luis Orama Summary
- Luis Orama, based in California, United States, is currently a Senior Vice President - Investments, PIM Portfolio Manager at Wells Fargo Advisors. Luis Orama brings experience from previous roles at Compak Asset Management, Newhall Discount Futures and Options/Main Street Trading and Independant Capital Management/Sun America Securities. Luis Orama holds a 1988 - 1993 Undergraduate Degree - BSBA in Triple Major in Business @ The Ohio State University. With a robust skill set that includes Tax Efficient Planning, Investments, Retirement Planning, Financial Services, Finance and more. Luis Orama has 3 emails and 2 mobile phone numbers on RocketReach.
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