Christina Lopes-Serrao, financial advisor Schofield WI

Christina Lopes-Serrao

CRD Number: 7530957
Current Firm: Global View Capital Management LLC

Christina Lopes-Serrao (CRD# 7530957) is an Investment Advisor Representative working at Global View Capital Management LLC in Schofield, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Global View Capital Management, LLC Waukesha, WI Apr 2022 - Current 2
Global View Capital Insurance Services, LLC Waukesha, WI Apr 2022 - Current 2
Global View Capital Advisors, LLC Waukesha, WI Mar 2022 - Current 2
Reierson Financial Schofield, WI Mar 2021 - Current 3
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2022
Contact Info for Christina Lopes-Serrao
Phone Number: 262-650-1030
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    594
    MILLIONS
  • Total Number of Accounts
    6,508
    ACCOUNTS
  • Average Account Value
    $91,242
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MA, MI, MN, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI, WY

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