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Fernan Enrique Lopez

Secure Investment Management, LLC

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About Fernan Enrique Lopez

Fernan Enrique Lopez is a financial advisor with over 20 years of experience in the industry. Fernan has worked with a variety of firms including Equitable Advisors, LLC and World Group Securities, Inc. Fernan is currently registered with Secure Investment Management, LLC and holds a Series 6, Series 7, Series 22, Series 63, and Series 65 license. Fernan specializes in portfolio management for individuals and financial planning. Fernan has a strong commitment to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Fernan Lopez is currently registered with Secure Investment Management, LLC. Secure Investment Management, LLC is a Tucson, Arizona-based investment advisor that manages approximately $32.41 million in assets for 614 clients. The firm specializes in providing financial planning and portfolio management services for individuals, including high-net-worth individuals. They also provide advisory services regarding REITS.
Secure Investment Management, LLC

7400 N ORACLE RD

TUCSON, AZ 85704

$32.41M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice regarding reits

Advice regarding reits

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Fernan Lopez’s Registration & Firm History

AZ

08/24/2023 - Present

Secure Investment Management, LLC (TUCSON AZ)

CA

10/02/2022 - 07/18/2023

EQUITABLE ADVISORS, LLC (SAN FRANCISCO CA)

VT

10/10/2002 - 11/02/2005

EQUITY SERVICES, INC. (MONTPELIER VT)

GA

04/12/2002 - 10/03/2002

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

12/19/2001 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 12/05/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/26/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/19/2022

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2004

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/18/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Fernan Enrique Lopez.
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