Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Lopez is a financial professional who has been in the industry since 2015. Joel is currently registered with State Farm VP Management Corp. and holds a Series 6, SIE, and Series 63 license. Joel was previously registered with J.P. MORGAN SECURITIES LLC.
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.
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.
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2
TX
02/17/2020 - Present
State Farm VP Management Corp. (RICHARDSON TX)
TX
03/28/2014 - 11/23/2018
J.P. MORGAN SECURITIES LLC (MCALLEN TX)
BC
Issued 04/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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