Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Lopez is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He is based in El Paso, Texas and has been in the industry since April 1987. Fernando has Series 7, 63, and 65 licenses, as well as the SIE exam. He has over 30 years of experience providing investment advice and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Fernando is committed to providing his clients with personalized financial advice and guidance. He specializes in helping clients achieve their financial goals through a variety of investment strategies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
06/18/1987 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EL PASO TX)
IA
Issued 03/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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