Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Adrian Lopez is a financial advisor with Wells Fargo Clearing Services, LLC, located in Goodyear, AZ. Edgar has been in the financial industry since 2007. Edgar holds Series 7, Series 24, and Series 66 licenses. Edgar is registered with the state of Arizona and California. In addition to working as an advisor, Edgar is a caregiver and is registered with Family Care Connections.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
11/14/2023 - Present
Wells Fargo Clearing Services, LLC (GOODYEAR AZ)
AZ
07/08/2011 - 10/20/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
01/03/2011 - 07/06/2011
WELLS FARGO ADVISORS, LLC (SUN CITY AZ)
AZ
07/30/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SUN CITY AZ)
BOTH
Issued 07/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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