Unclaimed
Michael Lopez is a registered investment advisor representative with Fifth Third Securities, Inc. in Altamonte Springs, Florida. Michael is also registered as an investment advisor representative in California and Florida. Michael holds the Series 63, 65, and 6TO licenses and the SIE certification. Michael has been in the industry since 2013.
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.
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.
Sponsor wrap fee program
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
02/22/2021 - Present
Fifth Third Securities, Inc. (LAKE MARY FL)
IA
Issued 2/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/27/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 6/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Michael Lopez is the right advisor for you? Invested Better is here to help.