Patricia Lopez (CRD# 4925987) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Chicago, IL and has over 18 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
U.s. Bancorp Investments, Inc. | Chicago, IL | Mar 2024 - Current | < 1 |
Fifth Third Securities | Chicago, IL | Jan 2021 - Mar 2024 | 3 |
Fifth Third Bank | Chicago, IL | Jan 2021 - Mar 2024 | 3 |
Lincoln Investment | Lombard, IL | Apr 2018 - Dec 2020 | 2 |
Lincoln Investment | Fort Washington, PA | Apr 2018 - Nov 2020 | 2 |
Capital Analysts | Lombard, IL | Apr 2018 - Nov 2020 | 2 |
Mass Mutual Life Insurance Company | Chicago, IL | Apr 2016 - Apr 2018 | 2 |
Mass Mutual Chicago | Chicago, IL | Apr 2016 - Mar 2018 | 1 |
Mml Investors Services | Chicago, IL | Jun 2016 - Aug 2016 | < 1 |
Aig Financial Network | Downers Grove, IL | Nov 2015 - Apr 2016 | < 1 |
Aig | Chicago, IL | Sep 2015 - Apr 2016 | < 1 |
Sagepoint Financial | Downers Grove, IL | Nov 2015 - Jan 2016 | < 1 |
Chateau Investment | Chicago, IL | Jan 2015 - Oct 2015 | < 1 |
Chateau Investments | Chicago, IL | Jan 2015 - Sep 2015 | < 1 |
Lpl Financial | Chicago, IL | Sep 2008 - Dec 2014 | 6 |
Lpl Financial LLC | Lombard, IL | Jul 2008 - Nov 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2005 |
S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- IL
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Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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