Lois E. Lopez
Berthel Fisher & Company Financial Services, Inc.
Financial Planner in Valencia, CA
Address:23822 Valencia Blvd
Valencia, CA 91355
About Lois E. Lopez
Lois Lopez is a financial professional at Berthel Fisher & Company Financial Services, Inc. located in Valencia, California. Lois Lopez holds an industry securities registration subject to FINRA oversight having passed securities examinations including S22, S6, S62, S63 and S65. 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
Lois Lopez provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Lois Lopez23822 Valencia Blvd
Valencia, CA 91355
Phone Number:
Click to Show
Website:
More Certified Financial Planners
Looking for a financial advisor located near Valencia, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.