Unclaimed
Manuel Arturo Lopez is a registered investment advisor representative with State Farm Investment Management Corp. Manuel has been in the industry since 2021. Manuel holds a Series 66 license, as well as a Series 7 and a Series 6TO license. Manuel is licensed in Florida. Prior to joining State Farm Investment Management Corp., Manuel was a registered representative with Fidelity Brokerage Services LLC and Mutual of America Securities LLC. Manuel also has experience with Equitable Advisors, LLC, and AXA Advisors, LLC.
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.
Strategic management for diversified investment portfolios.
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.
1
2
FL
06/12/2024 - Present
State Farm Investment Management Corp. (Sunrise FL)
FL
01/12/2022 - 01/17/2023
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
02/08/2021 - 08/18/2021
MUTUAL OF AMERICA SECURITIES LLC (Boca Raton FL)
FL
02/27/2020 - 02/17/2021
EQUITABLE ADVISORS, LLC (FT. LAUDERDALE FL)
BOTH
Issued 03/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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