Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcos? Claim Your ProfileMarcos Ramon Lopez is a financial professional with over 30 years of experience in the industry. Marcos Ramon Lopez is currently registered as an investment advisor representative with Global Retirement Partners LLC. Marcos Ramon Lopez has previously been associated with LPL FINANCIAL LLC, GENEOS WEALTH MANAGEMENT, INC., FINANCIAL TELESIS INC, JOHNSON SECURITIES, INC., PARK AVENUE SECURITIES LLC, W. S. GRIFFITH & CO., INC., EQ FINANCIAL CONSULTANTS, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/22/2016 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
PA
02/22/2016 - 12/20/2022
LPL FINANCIAL LLC (WAYNE PA)
PA
03/29/2011 - 02/19/2016
GENEOS WEALTH MANAGEMENT, INC. (PHILADELPHIA PA)
PA
02/08/2008 - 03/31/2011
FINANCIAL TELESIS INC (PHILADELPHIA PA)
PA
06/27/2002 - 02/01/2008
JOHNSON SECURITIES, INC. (MALVERN PA)
NY
09/14/2001 - 04/01/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
CT
12/09/1998 - 09/03/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NY
12/12/1988 - 01/08/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
12/12/1988 - 01/08/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 12/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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