Luis Roque Email & Phone Number
Financial Advisor @ Raymond James
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Luis Roque Location
- Miami, FL, US
Luis Roque Work
- 2015 - now Financial Advisor @
- 2000 - 2015 Financial Advisor @
Luis Roque Education
- Coral Park Senior High School
- Florida International University
Bachelor's Degree
- University of Florida
Luis Roque Skills
- Customer Service
- Marketing
- Strategic Planning
- Retirement Planning
- Fixed Annuities
- Financial Analysis
- Insurance
- Project Planning
- Market Research
- Investment Banking
- Asset Allocation
- Rollovers
- Retirement Income Strategies
- Fixed Income Portfolio Management
- Fixed Income Strategies
- Asset Protection
- Qualified Retirement Plans
- Sales
- Series 7
- Variable Annuities
- Annuity Sales
- Indexed Annuities
- 401k Rollovers
- Bond Markets
- Wealth Management Services
- Wealth Preservation Planning
- Portfolio Management
- Marketing Strategy
- Sales Management
- Financial Services
- Mutual Funds
- Investments
- Accounting
- 401k Education
- Financial Reporting
- Microsoft Office
- Public Speaking
- Research
Luis Roque Summary
- Luis Roque, based in Miami, FL, US, is currently a Financial Advisor at Raymond James Financial Services, Inc., Member FINRA/SIPC. Luis Roque brings experience from previous roles at Wells Fargo Advisors. Luis Roque holds a Coral Park Senior High School. With a robust skill set that includes Customer Service, Marketing, Strategic Planning, Retirement Planning, Fixed Annuities and more. Luis Roque has 1 emails on RocketReach.
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