Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danial? Claim Your ProfileDanial Luis Lopez is a financial advisor currently registered with U.s. Bancorp Advisors, LLC. Danial has been in the industry since 1985 and has experience working with Wells Fargo Clearing Services, LLC, WELLS FARGO INVESTMENTS, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., BA INVESTMENT SERVICES, INC., ASB FINANCIAL SERVICES, GFC SECURITIES CORPORATION, DEAN WITTER REYNOLDS INC., and CALVERT SECURITIES CORPORATION. Danial holds Series 63, Series 65, Series 7, and SIE licenses. Danial's clients include individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses.
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.
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.
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2
CA
01/09/2025 - Present
U.s. Bancorp Advisors, LLC (SAN DIEGO CA)
CA
01/03/2011 - 09/22/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
CA
06/27/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (POWAY CA)
CA
07/12/1999 - 06/30/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN DIEGO CA)
CA
03/02/1993 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
07/13/1989 - 01/11/1993
ASB FINANCIAL SERVICES (IRVINE CA)
NA
05/13/1988 - 06/08/1989
GFC SECURITIES CORPORATION
NA
07/01/1986 - 05/03/1988
DEAN WITTER REYNOLDS INC.
NA
06/28/1985 - 07/22/1986
CALVERT SECURITIES CORPORATION
NA
10/26/1984 - 06/03/1985
TRANSINTERNATIONAL SECURITIES, INCORPORATED
IA
Issued 03/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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