Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace M Lopez-williams is a financial advisor with over 20 years of experience in the financial services industry. Grace is a CERTIFIED PUBLIC ACCOUNTANT and holds a Series 6 and Series 63 license. Grace M Lopez-williams is registered with Avantax Advisory Services and has offices in Norcross, GA and Dallas, TX. Grace specializes in providing financial planning, portfolio management, and insurance services to individuals, families, and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
GA
01/29/2024 - Present
Avantax Advisory Services (Norcross GA)
GA
11/22/2019 - 03/10/2020
PFS INVESTMENTS INC. (CUMMING GA)
GA
02/19/2015 - 11/15/2019
AVANTAX INVESTMENT SERVICES, INC. (Norcross GA)
GA
10/23/2013 - 05/20/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ALPHARETTA GA)
BC
Issued 11/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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