Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Lopez is a financial advisor in Greenville, SC and is registered with TD Private Client Wealth LLC. Brandon has over 5 years of experience in the financial services industry. Brandon is a Registered Representative and Investment Advisor Representative. Brandon holds Series 63, Series 65, Series 7, and SIE licenses. Brandon is a licensed investment professional with a proven track record of success. Brandon is committed to providing clients with personalized financial advice and investment strategies to help them reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
SC
08/14/2024 - Present
TD Private Client Wealth LLC (Greenville SC)
MI
09/05/2023 - 07/20/2024
J.P. MORGAN SECURITIES LLC (FLINT MI)
MI
11/28/2022 - 02/22/2023
LINCOLN INVESTMENT (Royal Oak MI)
MI
06/01/2021 - 11/14/2022
PRIVATE CLIENT SERVICES, LLC (Brighton MI)
MI
01/19/2021 - 06/01/2021
CITIZENS SECURITIES, INC. (WEST BLOOMFIELD MI)
MI
04/01/2019 - 12/31/2020
CITIZENS SECURITIES, INC. (COMMERCE TOWNSHIP MI)
IA
Issued 02/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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