Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Consuelo? Claim Your ProfileConsuelo Elizabeth Lopez is a financial advisor with Kestra Advisory Services, LLC, a company that provides financial and investment advice. Consuelo has been in the industry since June 10, 2009, and has worked with firms such as Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Consuelo is registered to provide investment advisory services in Arizona.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
09/24/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
AZ
05/27/2014 - 09/14/2021
WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)
AZ
10/01/2012 - 06/10/2014
J.P. MORGAN SECURITIES LLC (PHOENIX AZ)
AZ
06/11/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GLENDALE AZ)
BOTH
Issued 07/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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