Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Manuel Lopez is a financial professional with over 20 years of experience in the industry. He is a registered representative with PFS Investments Inc. and holds the Series 6, 26 and 63 licenses. Julio currently works at the Fresno, CA branch of PFS Investments Inc. Julio is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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CA
09/18/2002 - Present
PFS Investments Inc. (FRESNO CA)
BC
Issued 10/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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