Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Gabriel Lopez is a financial advisor with Ameriprise Financial Services, LLC. Jose has been in the financial industry since 2003 and has experience working with a wide range of clients, including individuals, businesses, and trusts. Jose holds licenses to provide financial advice in several states, and is currently registered with Ameriprise Financial Services, LLC in Florida, Puerto Rico, and Texas.
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.
Asset allocation services
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
FL
11/10/2017 - Present
Ameriprise Financial Services, LLC (Winter Park FL)
FL
01/06/2012 - 11/27/2017
RAYMOND JAMES & ASSOCIATES, INC. (ORLANDO FL)
FL
08/31/2009 - 01/13/2012
FIFTH THIRD SECURITIES, INC. (ORLANDO FL)
FL
03/03/2003 - 09/03/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORLANDO FL)
BOTH
Issued 12/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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