Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Tomas Lopez is a financial advisor currently registered with Synovus Securities, Inc.. Eduardo has been in the financial industry since 1999. He is licensed to provide financial advice in Georgia and holds several industry certifications. In addition to his current position, Eduardo has held previous roles with WELLS FARGO CLEARING SERVICES, LLC, STATE FARM VP MANAGEMENT CORP., WELLS FARGO ADVISORS, LLC, ALLSTATE FINANCIAL SERVICES, LLC, FORESTERS EQUITY SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Eduardo is also an author working on a science fiction novel.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax related services, administrative services
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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GA
08/09/2021 - Present
Synovus Securities, Inc. (NEWNAN GA)
GA
11/26/2013 - 08/03/2021
WELLS FARGO CLEARING SERVICES, LLC (COLUMBUS GA)
IL
02/13/2012 - 08/16/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
GA
10/28/2005 - 01/19/2012
WELLS FARGO ADVISORS, LLC (NORCROSS GA)
NE
05/08/2003 - 05/19/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
CA
06/06/2001 - 04/24/2003
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MN
10/04/1999 - 04/06/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/04/1999 - 04/06/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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