Patricia Lopez, financial advisor Chicago IL

Patricia Lopez

CRD Number: 4925987
Current Firm: Fifth Third Securities, Inc.

Patricia Lopez (CRD# 4925987) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Chicago, IL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Chicago, IL Jan 2021 - Current < 1
Fifth Third Bank Chicago, IL Jan 2021 - Current < 1
Lincoln Investment Fort Washington, PA Apr 2018 - Current 3
Capital Analysts Lombard, IL Apr 2018 - Current 3
Lincoln Investment Lombard, IL Apr 2018 - Dec 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
Contact Info for Patricia Lopez
Phone Number: 888-889-1025
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,885
    MILLIONS
  • Total Number of Accounts
    7,984
    ACCOUNTS
  • Average Account Value
    $236,155
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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