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.
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Top Raymond James Employees
Patrick Lynch
COO, Financial Services Investment Banking
San Francisco, CA, US
Tash Elwyn
President, Private Client Group, Raymond James Financial
Saint Petersburg, FL, US
Aaron Gabriel
President
San Ramon, CA, US
Michael Cox
President - Coastal Bay Wealth Management; CFP, RJFS
New Port Richey, FL, US
Greg Bruce
President, RIA and Custody Services Division (RCS)
Saint Petersburg, FL, US
Catherine Haffner
President, Haffner Private Wealth
San Antonio, TX, US
Patrick O'Connor
Chief Operating Officer
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