Luis A Caceres Sosa
Advisor at Merrill — Miami, FL SW 136th St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
7 years
Location
Miami, FL 33176
Merrill
Institution
Luis Caceres Sosa is a Senior Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families with education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income.
Luis holds a Bachelor of Science in Finance from Florida State University and a Master of Science in Finance with a concentration in Investments from Florida International University. He holds FINRA Series 7 and Series 66 registrations as well as a Florida 2-15 license for Life, Health, and Variable Annuities. Luis is also a Personal Investment Advisor (PIA) and a member of the Phi Sigma Theta National Honor Society.
He follows Merrill's tradition of community involvement and volunteers with local organizations. Outside of work, Luis enjoys basketball, biking, boating, camping, football, music, running, soccer, traveling, and spending time with his family.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Miami, FL SW 136th St
8840 SW 136th St, Pbig Florida Pwm Falls
Miami FL 33176
Advisors at this office
29
Florida · Texas
7 years of industry experience
BANK of AMERICA, N.A.
2019 - Present • 7 years
Miami, FL
Merrill
2019 - Present • 7 years
Miami, FL
Extended Travel - Japan
2018 - 2019 • 1 year
Miami, FL
Bank of America
2014 - 2017 • 3 years
Miami, FL
Florida State University
2010 - 2018 • 8 years
Tallahassee, FL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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