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Rafael O. Velez

Lpl Financial Llc

Financial Planner in San Mateo, CA

Address:
109 Baldwin Ave
San Mateo, CA 94401
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About Rafael O. Velez

Rafael Velez is a financial professional at Lpl Financial Llc located in San Mateo, California. Rafael Velez holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S51, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Rafael Velez provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Rafael Velez
109 Baldwin Ave
San Mateo, CA 94401

Phone Number: Click to Show
Website:

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