Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eliezer? Claim Your ProfileEliezer B Lopez is a financial advisor with over 20 years of experience in the industry. Eliezer has been with LPL Financial LLC since March 2012. Previously, Eliezer worked at WELLS FARGO ADVISORS, LLC, UBS FINANCIAL SERVICES INC., CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT SERVICES. Eliezer holds Series 7, Series 63, Series 65, and SIE licenses. Eliezer specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and non-profits.
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.
Consulting and other non-discretionary advisory 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.
1
2
CA
05/09/2019 - Present
LPL Financial LLC (SAN JOSE CA)
CA
08/08/2008 - 04/02/2012
WELLS FARGO ADVISORS, LLC (SAN JOSE CA)
CA
03/28/2003 - 08/22/2008
UBS FINANCIAL SERVICES INC. (SAN JOSE CA)
NY
05/01/2000 - 04/14/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/02/2000 - 03/28/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 07/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eliezer Lopez is the right advisor for you? Invested Better is here to help.
