Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paulo? Claim Your ProfilePaulo Lopes is a registered Investment Advisor Representative with Woodmont Financial Partners LLC. Paulo is licensed in Arizona, Maryland, and Texas. Paulo has been working in the financial services industry since 2012. Paulo holds a Series 65 license and specializes in Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Individuals. Paulo's firm provides advisory services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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AZ
06/10/2024 - Present
Woodmont Financial Partners LLC (MESA AZ)
IA
Issued 07/31/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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