Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Lopez is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Danny has been in the industry for over four years. Danny has Series 7, 63, and 66 licenses. Danny previously worked at J.P. Morgan Securities LLC and Equitable Advisors, LLC. Danny is currently registered in Oregon and Washington.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
09/18/2023 - Present
U.s. Bancorp Investments, Inc. (Clackamas OR)
OR
08/19/2020 - 09/19/2023
J.P. MORGAN SECURITIES LLC (PORTLAND OR)
OR
02/15/2019 - 08/04/2020
EQUITABLE ADVISORS, LLC (PORTLAND OR)
BOTH
Issued 07/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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