Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel-angel? Claim Your ProfileMiguel-angel Lopez is a financial advisor with over 28 years of experience in the industry. Miguel-angel has been with Steward Partners Investment Advisory, LLC since January 2018. Previously, Miguel-angel worked for Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Miguel-angel specializes in providing financial planning, portfolio management, and investment advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations. Miguel-angel is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
MD
04/03/2018 - Present
Steward Partners Investment Advisory, LLC (BETHESDA MD)
MD
01/11/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)
MD
02/27/2009 - 01/19/2018
WELLS FARGO CLEARING SERVICES, LLC (ROCKVILLE MD)
MD
02/02/2001 - 03/17/2009
UBS FINANCIAL SERVICES INC. (ROCKVILLE MD)
MD
12/23/1994 - 02/07/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 01/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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