Miriam Lopez
MBA, CFP®, CLU®, ChFC®
- Role
- Financial Advisor at Us Financial Services, Llc
- Location
- Fairfield, NJ, US
- LinkedIn followers
- 500 followers
About Miriam Lopez
Miriam Lopez brings 50 years of domestic and international banking and finance experience…
Experience
Financial Advisor
Feb 2005 — Present
Provide full financial and estate planning advisory service on a fee basis to individuals and small businesses.Securities offered through Kestra Investment Securities, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. U.S. Financial Services, LLC is not affiliated with Kestra IS or Kestra AS. U.S. Financial Services, LLC is not Certified Public Accounting (CPA) firm.Licensed in: California, Connecticut, Delaware, Florida, New York, New Jersey, North Carolina, Pennsylvania, South Carolina and Texas
Education
Daemen University
B.A., Spanish Literature, Minor in Business
1972 — 1976
Pace University - Lubin School of Business
MBA, Finance
1978 — 1983
Bergen LEADS
Leadership Program
2010 — 2011
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