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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Andres Homar lopez is an investment advisor representative at Summit Trail Advisors, LLC. Robert Homar lopez has been in the industry since June 2015 and has been registered with the state of New York since February 2024. Previously, Robert Homar lopez was employed at BancWest Investment Services, Inc. in New York, NY. Prior to this, Robert Homar lopez was employed at UBS Financial Services Inc. in Miami, FL, and Popular Securities, LLC in San Juan, PR. Robert Homar lopez has passed the Series 63, Series 65, Series 7, and SIE exams. The advisor's investment experience includes portfolio management for businesses, portfolio management for individuals, and selection of other advisors. Robert Homar lopez is also a rental property owner.
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.
Outsourced chief investment officer services / family office services
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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2
NY
02/28/2024 - Present
Summit Trail Advisors, LLC (NEW YORK NY)
NY
10/04/2019 - 08/31/2023
BANCWEST INVESTMENT SERVICES, INC. (NEW YORK NY)
FL
05/05/2017 - 10/24/2019
UBS FINANCIAL SERVICES INC. (MIAMI FL)
PR
06/13/2016 - 03/27/2017
POPULAR SECURITIES, LLC (SAN JUAN PR)
BC
Issued 06/12/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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