Unclaimed
Xavier Andres Kon-lopez is a registered representative with Fifth Third Securities, Inc. Xavier Andres Kon-lopez has been in the securities industry since January 2021. Xavier Andres Kon-lopez is registered with the state of Illinois as an Investment Advisor Representative. Xavier Andres Kon-lopez holds the Series 66, Series 7TO, and SIE securities licenses. Xavier Andres Kon-lopez has experience working with clients including individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles.
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.
Sponsor wrap fee program
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.
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IL
06/25/2024 - Present
Fifth Third Securities, Inc. (OLYMPIA FIELDS IL)
IN
01/04/2021 - 06/07/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRILLVILLE IN)
BOTH
Issued 6/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/4/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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