We found the following information about Jose Roberto Lopez at Investment Placement Group, where this professional has worked as a Vice President Private Banking since 2018. Jose's total work experience is over seven years, during which time this expert had at least seven jobs at different companies to develop professional skills. Jose studied at the Ipade Business School from 2018 to 2020. This person received the following certifications: Series 7, Series 66, and Amib Figura 3. Jose Roberto Lopez is experienced in two languages: Spanish and English. Jose Roberto Lopez currently lives in Houston, Texas. You can contact with Jose by searching for phone or email address or find full info by requesting access to this professional's additional details from us.
Name variants:
Jose Lopez
Contact Information
Last Update
Jul 14, 2022
Email
li**@gmail.com, jl**@alchenergy.com
Location
Houston, TX
Company
Workplace
Vice President Private Banking
San Diego, CA
Industry
Financial Services, Securities Broker & Investment Firm, Financial Advisory Services, Security Brokers and Dealers
Colleagues
Work History
Vice President Private Banking
350 10Th Ave SUITE 1150, San Diego, CA 92101
from May 2018
International Financial Advisor
5151 San Felipe St, Houston, TX 77056
At Monex Securities, we are not in the business of selling products, we are in the business of managing assets. We work closely with our clients to create a financial plan that meets their n...
Nov 2014 — Sep 2017
International Financial Advisor
5075 Westheimer Rd #650, Houston, TX 77006
Jan 2010 — Oct 2012
Education
2018 — 2020
2006 — 2009
2002 — 2005
1999 — 2001
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Director
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Finance
Bloomberg
Series 7
Microsoft Office
Mutual Funds
Financial Advisory
Wealth Management
New Business Development
Bloomberg Terminal
Stocks
Bonds
Uniform Combined State Law
Microsoft Excel
Morningstar Office
Outlook
Netx360
Spanish English
Series 66
Broker Dealer
Amib Figura 3
Spanish
Securities
Investment Strategies
Portfolio Management
Investments
Equities
Asset Management
Financial Analysis
Fixed Income
Financial Markets
Financial Services
Asset Allocation