Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Braulio? Claim Your ProfileBraulio Lopez is a financial advisor registered with the state of Texas and holds the Series 63, Series 6TO, and SIE licenses. Braulio joined J.P. Morgan Securities LLC in January 2022 and works in the Houston area. The firm offers a range of investment advisory and financial planning services, with more than $50 billion in assets under management. Braulio and J.P. Morgan Securities LLC specialize in portfolio management for individuals, businesses, and pension consulting. Braulio's experience and expertise can help you develop a personalized financial strategy to meet your 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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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TX
01/28/2022 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
BC
Issued 04/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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