Patricia LopezCRD 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.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|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|
Total Assets Under Management1,885MILLIONS
Total Number of Accounts7,984ACCOUNTS
Average Account Value$236,155
- A percentage of assets under your management
- 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)
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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