Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Lopes-serrao is an Investment Advisor Representative with Global View Capital Management LLC. Christina has been in the financial services industry for over 10 years. She is passionate about helping individuals and families achieve their financial goals. Christina offers a variety of financial planning services, including retirement planning, college savings, and estate planning. She is also a licensed insurance agent and can help clients with their life, long-term care, and disability insurance needs. Christina is committed to providing her clients with personalized advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
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WI
04/04/2022 - Present
Global View Capital Management LLC (WAUKESHA WI)
IA
Issued 03/25/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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