Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelica? Claim Your ProfileAngelica Maria Lopez is a financial advisor with Raymond James Financial Services Advisors, Inc. Angelica Lopez has been in the financial services industry for over 18 years. Angelica Lopez has experience working with individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, corporations, state and municipal government entities, and insurance companies. Angelica Lopez offers financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, selection of other advisors, and hourly and fixed rate consultations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NM
05/22/2023 - Present
Raymond James Financial Services Advisors, Inc. (Albuquerque NM)
NM
01/09/2023 - 03/07/2023
COMMONWEALTH FINANCIAL NETWORK (Rio Rancho NM)
IN
04/20/2005 - 05/08/2019
PFS INVESTMENTS INC. (FORT WAYNE IN)
BC
Issued 01/26/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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