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Melva Lopez perez

Nationwide Planning Associates Inc.

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About Melva Lopez perez

Melva Lopez perez is a financial professional with over 20 years of experience in the industry. Melva is currently registered with Nationwide Planning Associates Inc. in Florida and Puerto Rico. Melva is a Series 6 and SIE licensed representative. Melva's previous experience includes positions with MML INVESTORS SERVICES, LLC, FINANCIAL NETWORK INVESTMENT CORPORATION, and JEFFERSON PILOT SECURITIES CORPORATION.

Firm Information

Melva Lopez perez is currently registered with Nationwide Planning Associates Inc.. Nationwide Planning Associates Inc. is a corporation formed in 1992. It is registered in 48 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

27

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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Melva Lopez perez’s Registration & Firm History

PR

03/03/2016 - Present

Nationwide Planning Associates Inc. (HATO REY PR)

PR

09/21/2006 - 03/15/2016

MML INVESTORS SERVICES, LLC (HATO REY PR)

PR

02/14/2005 - 08/18/2006

FINANCIAL NETWORK INVESTMENT CORPORATION (BAYAMON PR)

IN

03/02/2001 - 01/27/2005

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melva Lopez perez.
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