Luis A. Lopez Email and Phone Number
Luis A. Lopez work email
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
Luis A. Lopez personal email
- Valid
Luis A. Lopez phone numbers
I was born in Boston, MA to Guatemalan parents who came to America to achieve the "American Dream"In 2013 I graduated from The University of Massachusetts-Lowell with a Bachelor of Science & Bachelor of Arts in Marketing and Management becoming the first in my family to graduate from college!I entered the financial services in 2014 because I saw a need on helping individuals with their financial future and I knew this wasn't a job but something I can turn into a career.In 2017 I decided to launch LA Legacy Financial dedicated to helping Restaurateurs, Entrepreneurs, Business Owners and Families to leave a long lasting Legacy for many generations to come. When I am not helping my clients at LA Legacy Financial I am doing the following:▪Working out at the Gym(building muscle)▪Eating Tacos/Burritos(my favorite food) I also like trying out new food from different cultures too!▪Traveling▪Mindset work▪Watching Sports(Go Pats, Redsox, Bruins, Celtics)▪Spending time with my beautiful family(Wife and Daughter)If you are looking to work with a trusted partner please send me a direct message or email me to schedule an introductory chat.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
La Legacy Financial Llc
View-
Financial AdviserEagle Strategies Llc Feb 2022 - PresentOffering investment advisory services through Eagle Strategies LLC.
-
President & CeoLa Legacy Financial Llc Aug 2017 - PresentWaltham, Massachusetts, UsI offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.LA Legacy Financial, LLC., is not owned or operated by New York Life Insurance Company or its affiliates.201 Jones Road, 5th FloorWaltham, MA 02451781-726-0503Neither LA Legacy Financial, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
-
Financial Services ProfessionalNylife Securities Llc May 2014 - PresentFinancial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. -
AgentNew York Life Insurance Company May 2014 - PresentNew York, New York, UsAgent licensed to sell insurance through New York Life Insurance Company. -
Client Service RepresentativePutnam Investments May 2012 - May 2014Boston, Massachusetts, Us• Use multiple computer systems to research and provide information to clients• Communicate knowledge of products, services, and legal requirements for all relevant requests • Manage over 50 representative's transactions • Train new employees• Assist Hispanic clients on their accounts -
Dairy ClerkShaw'S Supermarket Jul 2008 - Oct 2012• Worked in multiple departments• Stocked and priced items• Blocked department at closing• Inventory Management
-
CashierHannaford'S Supermarket May 2006 - Jun 2008• Promoted to cashier from bagger after one year• Handled money and rang items
Luis A. Lopez Skills
Luis A. Lopez Education Details
-
University Of Massachusetts LowellDual Concentrations In Management And Marketing -
Middlesex Community CollegeBusiness Administration
-
Waltham High SchoolAutomotive Field
Frequently Asked Questions about Luis A. Lopez
What company does Luis A. Lopez work for?
Luis A. Lopez works for La Legacy Financial Llc
What is Luis A. Lopez's role at the current company?
Luis A. Lopez's current role is Bilingual Virtual Financial Services Professional for Entrepreneurs, Business Owners, and hard working individuals that love their family..
What is Luis A. Lopez's email address?
Luis A. Lopez's email address is lu****@****ade.com
What is Luis A. Lopez's direct phone number?
Luis A. Lopez's direct phone number is +121097*****
What schools did Luis A. Lopez attend?
Luis A. Lopez attended University Of Massachusetts Lowell, Middlesex Community College, Waltham High School.
What are some of Luis A. Lopez's interests?
Luis A. Lopez has interest in Exercise, Economic Empowerment, Comics, Education, Environment, Personal Development, Science And Technology, Craft Beer And Wine, Books, Health.
What skills is Luis A. Lopez known for?
Luis A. Lopez has skills like Time Management, Insurance, Customer Satisfaction, Retirement Planning, Financial Services, Microsoft Office, Leadership, Marketing, Iras, Retirement, 401 Rollovers, Business Insurance Planning.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial