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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Scott Lopez is an investment advisor representative at Edelman Financial Engines. Bryan has been in the financial services industry since 2014, and has been registered with the state of Illinois since 2017. Bryan is registered with the state of Illinois as an Investment Advisor Representative. Bryan is also a licensed Series 7, Series 63 and Series 65. Bryan’s previous employment was at National Securities Corporation. Bryan’s current firm, Edelman Financial Engines, is based in Santa Clara, CA and has a branch office in Oakbrook Terrace, IL. The firm has been in business since 1986 and has a total of 1,034 employees. Edelman Financial Engines provides financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. The firm also provides publication of periodicals, and selection of other advisors.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
IL
04/07/2017 - Present
Edelman Financial Engines (OAKBROOK TERRACE IL)
IL
11/18/2014 - 02/19/2015
NATIONAL SECURITIES CORPORATION (LOMBARD IL)
IA
Issued 04/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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