Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lopez Gramata is a financial advisor with over 12 years of experience in the industry. John is currently registered with Dimensional Fund Advisors LP and has previously been registered with SEI Investments Distribution Co., Northern Trust Securities, Inc., Alternative Wealth Strategies, Inc., Capital Brokerage Corporation, Genworth Financial Securities Corporation, and MMC Securities Corp. John's expertise includes portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. John is dedicated to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
10/18/2018 - Present
Dimensional Fund Advisors LP (SANTA MONICA CA)
PA
08/03/2012 - 10/01/2018
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IL
07/12/2011 - 05/25/2012
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
10/19/2010 - 02/24/2011
ALTERNATIVE WEALTH STRATEGIES, INC. (CHICAGO IL)
VA
11/05/2007 - 10/09/2008
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IL
11/08/2005 - 11/05/2007
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
NY
07/21/2003 - 12/04/2003
MMC SECURITIES CORP. (NEW YORK NY)
BC
Issued 01/04/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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