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Julian Marcos Rivera lopez

Alight Financial Solutions, LLC

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About Julian Marcos Rivera lopez

Julian Marcos Rivera lopez is a financial advisor with Alight Financial Solutions, LLC. Julian has been in the industry since June 4, 2023. Julian is licensed in North Carolina and Puerto Rico. Julian holds the Series 63, Series 6TO and SIE licenses.

Firm Information

Julian Rivera lopez is currently registered with Alight Financial Solutions, LLC. Alight Financial Solutions, LLC is a Limited Liability Company formed in April 1994. The firm is registered with the SEC and in all 52 states.

Not reported

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Julian Rivera lopez’s Registration & Firm History

NC

06/05/2023 - Present

Alight Financial Solutions, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 09/09/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/05/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/06/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julian Marcos Rivera lopez.
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