Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Daniel Lopez is a financial advisor who has been in the industry since 2020. He is currently registered with U.S. Bancorp Investments, Inc. as a financial advisor. His office is located in Chicago, Illinois. Joseph Lopez has a Series 63, Series 79TO and SIE license. He has a specializations in areas of investment banking, investment advisory services, and brokerage services.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IL
03/02/2020 - Present
U.s. Bancorp Investments, Inc. (CHICAGO IL)
BC
Issued 06/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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