Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Andres Lopez is a financial advisor with over 16 years of experience in the financial services industry. Antonio is currently registered with Cetera Investment Advisers LLC and holds Series 6, 7, 63, and 66 licenses. Antonio has a strong background in various areas of financial planning, including portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (Coral Gables FL)
FL
11/19/2018 - 02/06/2023
EDWARD JONES (MIAMI FL)
KS
12/20/2016 - 09/19/2018
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
12/20/2016 - 09/19/2018
WADDELL & REED (OVERLAND PARK KS)
NY
03/14/2013 - 10/07/2016
FUNDS DISTRIBUTOR, LLC (NEW YORK NY)
NY
12/16/2009 - 02/26/2013
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NJ
01/04/2008 - 06/11/2009
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NJ
06/13/2006 - 11/13/2007
CHASE INVESTMENT SERVICES CORP. (KEARNY NJ)
BOTH
Issued 12/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/5/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 6/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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