Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory A. Lopez is a financial advisor with Marcum Wealth, LLC, a firm located in Cleveland, Ohio. Gregory has been in the financial industry for over 17 years. Gregory specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations.
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.
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.
Consulting
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.
1
2
OH
10/21/2021 - Present
Marcum Wealth, LLC (CLEVELAND OH)
OH
10/11/2017 - 10/26/2021
LPL FINANCIAL LLC (CLEVELAND OH)
OH
04/03/2013 - 10/11/2017
GIRARD SECURITIES, INC. (CLEVELAND OH)
OH
12/01/2009 - 04/16/2013
LPL FINANCIAL LLC (CLEVELAND OH)
NY
07/24/2009 - 12/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
06/01/2009 - 08/14/2009
MORGAN STANLEY SMITH BARNEY (CLEVELAND OH)
OH
10/12/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLEVELAND OH)
OH
03/17/2005 - 07/02/2007
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
IA
Issued 10/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Lopez is the right advisor for you? Invested Better is here to help.
