Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Lopez is an investment advisor representative registered with State Farm Investment Management Corp. Anthony has been in the financial services industry for over 22 years. Anthony works with individual clients and investment companies, providing portfolio management services. Anthony holds the Series 6 and SIE licenses and is registered in Florida and Ohio. Anthony has been with State Farm Investment Management Corp. for over 15 years. In addition to his work as an investment advisor representative, Anthony also owns and operates his own insurance agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
10/23/2024 - Present
State Farm Investment Management Corp. (Orlando FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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