Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valeria? Claim Your ProfileValeria Alexandra Lopez is a registered investment advisor representative with Strategic Advisers LLC. Valeria has been in the industry since 2012 and has passed both Series 63 and Series 66 exams. In addition, Valeria has Series 7 and SIE certifications. Valeria has previous experience with Fidelity Brokerage Services LLC. Strategic Advisers LLC is a firm that provides a wide range of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also provides model portfolio management services. Valeria provides investment advice to individual investors, high net worth individuals, insurance companies, charitable organizations, investment companies, corporations, pension plans, and state or municipal government entities.
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.
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.
Strategic management for diversified investment portfolios.
Provider of model portfolios
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.
Percentage of revenue from affiliates
1
2
CO
05/25/2023 - Present
Strategic Advisers LLC (DENVER CO)
WA
06/20/2012 - 01/15/2015
FIDELITY BROKERAGE SERVICES LLC (TUKWILA WA)
BOTH
Issued 03/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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