Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Bartolo Lopez is a financial advisor with over 5 years of experience in the securities industry. Edward is currently registered with Moelis & Co. LLC and holds Series 7, 79, and 63 licenses as well as the SIE exam. Edward has a strong track record of success in the financial services industry, and is committed to providing clients with the highest quality of service.
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.
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.
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MA
08/05/2017 - Present
Moelis & Co. LLC (BOSTON MA)
BC
Issued 10/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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