Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Lopez is a registered investment advisor representative with Fisher Investments in Plano, Texas. Christian has been in the financial services industry since 2018. Christian previously worked with J.P. Morgan Securities LLC and Charles Schwab & Co., Inc.. Christian holds the Series 63, Series 65, Series 7, Series 9, Series 10, and SIE licenses. Christian specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
08/30/2022 - Present
Fisher Investments (PLANO TX)
TX
10/16/2019 - 07/02/2022
J.P. MORGAN SECURITIES LLC (HURST TX)
TX
07/30/2018 - 09/17/2019
CHARLES SCHWAB & CO., INC. (Fort Worth TX)
IA
Issued 08/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/03/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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