Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fatima? Claim Your ProfileFatima Deneen Lopez is a financial advisor who has been in the industry since 1999. Fatima is currently registered with Truist Advisory Services, Inc. Fatima has worked at several firms over her career, including SunTrust Capital Markets, Inc. and SunTrust Securities, Inc. Fatima is registered in 53 states, plus the District of Columbia, Puerto Rico, and the Virgin Islands, and is also registered as an Investment Advisor Representative in Georgia. Fatima has passed Series 7, Series 24, and Series 66 exams, along with the SIE exam. Fatima is a licensed broker and an investment advisor representative. In addition to her work as a financial advisor, Fatima also owns and manages rental properties. Fatima Deneen Lopez's experience and expertise make her a valuable resource for individuals and businesses seeking financial advice.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
09/06/2016 - Present
Truist Advisory Services, Inc. (NEWNAN GA)
GA
09/22/2005 - 09/18/2006
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
06/30/2005 - 09/22/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
05/24/2004 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
07/03/2000 - 05/24/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
GA
02/04/1999 - 08/18/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
08/26/1998 - 09/23/1998
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 6/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/9/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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