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Barbara L

Series 63, Series 66

Miami Beach, FL

Northern Trust Securities, Inc.

Barbara Luis is a financial advisor with Northern Trust Securities, Inc. in Miami Beach, FL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Northern Trust Securities since 2001. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven approach to discretionary portfolio management, combining proprietary and third-party investment products delivered through the Fidelity Managed Account Xchange (FMAX) platform.

Passive / index investing Active portfolio management ESG / Sustainable investing Tax-loss harvesting Founder/Business Owner Executive
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