Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Mauricio Lopera-guevara is a financial advisor registered with Truist Advisory Services, Inc. with over 15 years of experience in the industry. Jose Mauricio Lopera-guevara is also registered with FINRA and the state of Florida. Jose Mauricio Lopera-guevara provides financial planning and investment advice to a range of clients, including individuals, high-net-worth individuals, businesses, and corporations. Jose Mauricio Lopera-guevara has a broad range of experience, having previously worked with firms like BB&T Securities, LLC, BB&T Investment Services, Inc., SunTrust Investment Services, Inc., LPL Financial LLC, and Chase Investment Services Corp. Jose Mauricio Lopera-guevara holds a Series 3, Series 7, and Series 66 license. Jose Mauricio Lopera-guevara's prior employment includes roles with BB&T Securities, LLC, BB&T Investment Services, Inc., and SunTrust Investment Services, Inc. in various locations like Richmond, VA, Aventura, FL, and Miami, FL.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
FL
02/17/2021 - Present
Truist Advisory Services, Inc. (DORAL FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
05/18/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (AVENTURA FL)
FL
07/15/2014 - 05/17/2016
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
FL
10/15/2012 - 07/14/2014
BB&T INVESTMENT SERVICES, INC. (AVENTURA FL)
FL
08/17/2012 - 10/12/2012
LPL FINANCIAL LLC (FORT LAUDERDALE FL)
FL
04/30/2012 - 08/14/2012
CHASE INVESTMENT SERVICES CORP. (DAVIE FL)
FL
11/08/2010 - 04/20/2012
LPL FINANCIAL LLC (FORT LAUDERDALE FL)
FL
04/16/2008 - 10/04/2010
EFG CAPITAL INTERNATIONAL (MIAMI FL)
BOTH
Issued 5/4/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 3/22/2008
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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