Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josep? Claim Your ProfileJosep Antoni Lopez valero is a registered representative with Creand Management. Josep Antoni Lopez valero is also registered with the following regulators: FINRA, Florida and Puerto Rico. Josep Antoni Lopez valero has been in the securities industry since July 9, 2018. Creand Management is a registered investment advisor with the Securities and Exchange Commission (SEC). Creand Management is headquartered in Miami, Florida. The firm provides investment advisory services to individuals, high-net-worth individuals, and banking or thrift institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General economic advice
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.
12b-1 fees
1
2
FL
11/18/2024 - Present
Creand Management (MIAMI FL)
BC
Issued 10/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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