Fernando Lopez
Fernando Lopez is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in San Juan, PR, with 41 years of industry experience. Fernando is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Plaza 273 Suite 1400, Ponce De Leon Avenue, San Juan, PR, 00917
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Fernando is an agent for GIF Financial Services, LLC, selling life insurance, fixed annuities, and long-term care insurance, and also manages the LLC. He also serves as treasurer for NAIFA Puerto Rico and manages his own investments through FLG Management LLC and FLG Investments LLC.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Mmlisi Financial Alliances, LLCBroker
G. R. Phelps & CO., INC.Broker
New England Securities CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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