Luz Velasquez (CRD# 5691226) is an Investment Advisor Representative working at Pnc Investments in The Woodlands, TX and has over 14 years of experience in the finance industry.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | The Woodlands, TX | Aug 2021 - Current | 2 |
| Bbva Usa | Birmingham, AL | Oct 2019 - Aug 2021 | 1 |
| Bbva Securities Inc. | Woodlands, TX | Oct 2019 - Aug 2021 | 1 |
| Bbva Insurance Agency Inc. | Austin, TX | Oct 2019 - Aug 2021 | 1 |
| Bbva Wealth Solutions Inc. | The Woodlands, TX | Oct 2019 - Aug 2021 | 1 |
| Bok Financial Securities, Inc. | Houston, TX | Feb 2019 - Oct 2019 | < 1 |
| Bokf, Na | Houston, TX | Feb 2019 - Oct 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tomball, TX | Feb 2017 - Feb 2019 | 2 |
| Bank Of America, N.a. | Tomball, TX | Feb 2017 - Feb 2019 | 2 |
| Unemployed | Houston, TX | Oct 2016 - Feb 2017 | < 1 |
| J.p. Morgan Private Bank | Houston, TX | Jun 2015 - Oct 2016 | 1 |
| J.p. Morgan Securities LLC | Houston, TX | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- TX
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Total Assets Under Management23,896MILLIONS
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Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
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