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Veronica Azucena Lopez

No Current Employment Listed

Boca Raton

FL

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Wells Fargo Bank Na 3 years, 7 months Mar 2016 - Present
Wells Fargo Advisors, LLC. 3 years, 7 months Mar 2016 - Present
Morgan Stanley Private Bank, National Association 10 months Jan 2015 - Nov 2015
Morgan Stanley Private Bank, National Associationnew York, Ny 10 months Jan 2015 - Nov 2015
Morgan Stanley 1 year, 5 months Jun 2014 - Nov 2015
J.P. Morgan Securities LLC 1 year, 8 months Oct 2012 - Jun 2014
Jpmorgan Chase Bank 4 years, 6 months Dec 2009 - Jun 2014
Chase Investment Services Corp 2 years, 10 months Dec 2009 - Oct 2012
Gartner Inc 2 years, 10 months Dec 2006 - Oct 2009

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Veronica Lopez

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Answers

Ask a financial questionAsk a question
How do i find out how much retirement i have even if i no longer work at m-tek?how do i go by getting it .
contact HR and they will direct you to the proper location. I advice if you are under age 59 1/2 to find a financial professional to help you rollover the plan as fees and taxes can deplete the amount significantly if just withdrawn prior to retirement age. ...  (more)
Answered Apr 2015
I have 100% of my retirement money in a target date fund. Do you consider that diversified enough or not?
Target funds generally are well diversified. If I where you I would contact the employer plan and have them send you a breakdown of what the target fund is currently invested in and what fees are associated. Then review that with a financial professional so that they can give you an idea if that is ...  (more)
Answered Apr 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      3
    • as of date
      Sep 3, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      3
    • as of date
      Sep 3, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Assets

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    Fees

    Types of Compensation Arrangements