Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rogelio? Claim Your ProfileRogelio Lopez is an Investment Advisor Representative associated with Steelpeak Wealth, LLC. Rogelio Lopez is licensed in California. Rogelio Lopez has 1 exam: the Uniform Investment Adviser Law Examination. Steelpeak Wealth, LLC is an investment advisory firm that offers a variety of services to individuals and institutions, including financial planning, portfolio management, and selection of other advisers. Rogelio Lopez is also a driver for Lyft, Inc.
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.
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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CA
08/22/2019 - Present
Steelpeak Wealth, LLC (WOODLAND HILLS CA)
IA
Issued 08/06/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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