Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Essence? Claim Your ProfileEssence Lopez is a financial advisor with Fidelity Brokerage Services LLC. Essence has been in the industry since 2009 and has worked for Fidelity Brokerage Services LLC previously as well. Essence is licensed in 53 states and has a Series 7, Series 66, and SIE license. Essence is currently located in Jacksonville, FL.
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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2
FL
10/12/2017 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
FL
06/20/2014 - 02/10/2017
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
05/24/2012 - 06/11/2013
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
02/28/2007 - 05/04/2011
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
01/05/2006 - 11/06/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 03/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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