Patricia Lopez
- Role
- U s Bancorp Investments, Inc at U.S. Bancorp Advisors
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Patricia Lopez
As a financial advisor with U.S. Bancorp Investments, I will work with you as your…
Experience
U s Bancorp Investments, Inc
Present
Skills
- Investment Management
- Variable Annuities
- Trading
- Wealth Management Services
- Fixed Income
- Financial Advisory
- Roth Ira
- Retirement Planning
- Income Protection
- Private Banking
- Insurance
- Series 7
- Investment Strategies
- Alternative Investments
- Financial Planning
- Retirement
- Strategic Financial Planning
- Series 65
- Equities
- Long Term Care Insurance
- Finance
- Portfolio Management
- Investment Advisory
- Securities
- Pensions
- Estate Planning
- Iras
- Financial Services
- Investments
- Asset Allocation
- Banking
- Mutual Funds
- High Net Worth Individuals
- 401k Rollovers
- Etfs
- Series 63
- 401k
- Wealth Accumulation
- Wealth Management
- Brokerage
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