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.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
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 |
Unemployed | Weston, WI | Nov 2020 - Feb 2021 | < 1 |
Vizion Design Group | Wausau, WI | Dec 2019 - Nov 2020 | < 1 |
Wisconsin Physicians Service | Madison, WI | Nov 2019 - Dec 2019 | < 1 |
Radloff Appraisal Service | Wausau, WI | Aug 2019 - Nov 2019 | < 1 |
Vizion Design Group | Wausau, WI | Feb 2018 - Aug 2019 | 1 |
Unemployed | Weston, WI | Nov 2017 - Jan 2018 | < 1 |
Badger Pharmacy | Wausau, WI | Oct 2017 - Oct 2017 | < 1 |
Unemployed | Weston, WI | Jul 2017 - Oct 2017 | < 1 |
Advance Scene Investigations | Sugarland, TX | Nov 2016 - Jun 2017 | < 1 |
Advance Scene Investigations | Sugarland, TX | Jun 2016 - Nov 2016 | < 1 |
Independent Contractor | Weston, WI | May 2015 - May 2016 | 1 |
Independent Contractor | Weston, WI | Mar 2013 - May 2015 | 2 |
Independent Contractor | Weston, WI | Mar 2012 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- WI
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Total Assets Under Management594MILLIONS
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Total Number of Accounts6,508ACCOUNTS
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Average Account Value$91,242
- A percentage of assets under your management
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