Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eleazar? Claim Your ProfileEleazar Lopez is a financial advisor with over 12 years of experience in the financial services industry. Eleazar has a strong background in investment advisory and has a Series 66, 63 and 65 licenses. Eleazar currently works for Cetera Investment Advisers LLC and has a branch office location in Milwaukee. Prior to that, Eleazar was associated with Securian Financial Services, Inc., MWA Financial Services Inc., and Wells Fargo Funds Distributor, LLC. Eleazar is also a Board Member at Pius XI High School and Sixteenth Street Community Health Centers, Inc.. Eleazar is committed to providing comprehensive financial planning services to help his clients reach their financial goals. Eleazar specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WI
08/10/2023 - Present
Cetera Investment Advisers LLC (MILWAUKEE WI)
WI
06/29/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Milwaukee WI)
WI
09/23/2013 - 06/01/2020
MWA FINANCIAL SERVICES INC. (MILWAUKEE WI)
WI
07/06/2009 - 06/03/2011
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
IA
Issued 12/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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