Jean-francis Lopez De Valdivia (CRD# 1895346) is an Investment Advisor Representative working at Fleurus Investment Advisory, LLC in Weston, CT and has 1 year of experience in the finance industry. Jean-francis Lopez De Valdivia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fleurus Investment Advisory | Holden, MA | May 2014 - Current | 9 |
| Fleurus Investment Advisory, LLC | Holden, MA | May 2014 - Current | 9 |
| Self Employed | Holden, MA | Jul 2013 - May 2014 | < 1 |
- CT
- NY
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts78ACCOUNTS
-
Average Account Value$417,949
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, NY
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