Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gisela? Claim Your ProfileGisela A. Lopez is a registered representative with MML Investors Services, LLC and has been in the industry since November 20, 2012. Gisela is registered with the state of Puerto Rico, Texas, Florida, Georgia, Massachusetts, Pennsylvania, and Virginia. Gisela A. Lopez is also a licensed insurance broker. Gisela specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Gisela offers a variety of services, including asset allocation programs, educational seminars, and selection of other advisors. Gisela is committed to providing her clients with the highest level of service and personalized attention.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PR
02/14/2019 - Present
MML Investors Services, LLC (SAN JUAN PR)
BOTH
Issued 11/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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