Victor Manuel Lopez

Current Employers

Employment History

• 07/1993 → Present
  The Plansmart Group
  Brooklyn, NY
• 09/1992 → 09/2025
  Avantax Investment Services, Inc.
  New York, NY
• 08/2009 → 09/2025
  Avantax Advisory Services
  New York, NY
• 06/1993 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Woodside, NY
• 06/1993 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Woodside, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Woodside, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-23 → 2025-09-05
  Avantax Advisory Services
  New York, NY
  Woodside, NY
  Dallas, TX

Other Businesses

Berkeley Co-op Towers Sec II Corp~'NIR'~5240 39th Drive, Management Office~Woodside~NY~11377~Other~President~5/1/2007~40hrs~0hrs~Treasurer on co-op board. Handle co-op finances, purchase CD's|DVJ Capital Management~'NIR'~160 Broadway, Suite 906~New York~NY~10038~No Outside Business Activities - Investments Only~Partner/General Partner~5/1/1993~1hrs~0hrs~investment club, only 3 partners, only vanguard fund|Rental Property 584- 6th Ave~'NIR'~584 - 6th Avenue~Brooklyn~NY~11215~Rental Property Owner/Management~Owner/Sole Proprietor~10/1/1988~42hrs~0hrs~owner, occupant, managing agent|The PlanSmart Group Inc/pres~'NIR'~160 Broadway, Suite 906~New York~NY~10038~Tax Preparation/Accounting~President~7/1/1993~160hrs~0hrs~Tax prep|Victor M. Lopez Jr.~'NIR'~160 Broadway, Suite 906~New York~NY~10038~Rental Property Owner/Management~Owner/Sole Proprietor~10/1/1988~10hrs~0hrs~management of a 4 story building.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-12-18

Other Names

• Victor Manuel Lopez