Jose Miguel Lopez

Current Employers

Employment History

• 02/2004 → Present
  Self Employed
  West Palm Beach, FL
• 04/2008 → Present
  Lincoln Investment Planning, Inc.
  Lutz, PA

Other Businesses

INSURANCE AGENT POSITION: Insurance Agent NATURE: Annuities and Life Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2005 ADDRESS: 6415 Lake Worth Rd, 106, Greenacres FL 33463, United States DESCRIPTION: Assisting new and existing clients with their life insure needs and setting up Fixed and Fixed Index Annuities to conservative clients that do not want to invest in securities. JMLOPEZ WEALTH ADVISORS,INC POSITION: Insurance Agent, President NATURE: Financial Services/Fixed Annuities and Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 02/11/2005 ADDRESS: 6415 Lake Worth Rd, 106, Greenacres FL 33463, United States DESCRIPTION: Setting up fixed, FIA annuities and Life Insurance policies to new and existing clients. Some clients like to have a guaranteed fixed annuities as part of their retirement portfolio either as the only account or in addition to their mutual funds and securities investments. IBOGOFREE.COM LLC POSITION: Owner NATURE: Online retail store INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 6415 Lake Worth Rd, Suite 106, Greenacres FL 33463, United States DESCRIPTION: Supervisor or online retail sales operations

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-11-30
• S65 Uniform Investment Adviser Law Examination
  2013-02-19

Other Names

• Jose M Lopez