Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Alvarez Lopez is a financial advisor with Centaurus Financial, Inc. based in Woodland Hills, CA. Jesus has been in the financial services industry since 1999. Jesus specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jesus has been registered with the state of California since 2/10/2020.
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.
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.
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CA
02/10/2020 - Present
Centaurus Financial, Inc. (WOODLAND HILLS CA)
CA
03/01/2019 - 02/13/2020
WOODBURY FINANCIAL SERVICES, INC. (WOODLAND HILLS CA)
CA
10/28/2016 - 03/01/2019
QUESTAR CAPITAL CORPORATION (WOODLAND HILLS CA)
CA
03/06/2015 - 11/03/2016
VOYA FINANCIAL ADVISORS, INC. (WOODLAND HILLS CA)
CA
05/18/2012 - 03/12/2015
INVESTORS CAPITAL CORP. (WOODLAND HILLS CA)
CA
09/24/2007 - 05/25/2012
LPL FINANCIAL LLC (WOODLAND HILLS CA)
CA
04/11/2005 - 09/13/2007
XCU CAPITAL CORPORATION, INC. (WOODLAND HILLS CA)
CA
09/23/2003 - 03/04/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
02/05/2003 - 08/27/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
04/07/1999 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
BC
Issued 11/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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