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Miriam Lopez

Financial Advisor at US Financial Services, LLC

Miriam Lopez has extensive experience in the financial services sector, serving as a Financial Advisor at U.S. Financial Services, LLC since February 2005, where comprehensive financial and estate planning services are provided to individuals and small businesses. Previously, Miriam held roles as an Adjunct Faculty member at William Paterson University and Essex County College, teaching financial planning and college skills courses, respectively. Prior to these academic positions, Miriam worked as a Certified Financial Planner at Ameriprise Financial, and in various capacities in the buying and selling of Latin American debt with firms such as AMS Global Inc., Leslie, Weinert & Company, and ING Investment Banking. Miriam holds an MBA in Finance from Pace University's Lubin School of Business and a B.A. in Spanish Literature with a minor in Business from Daemen University.

Location

New Jersey, United States

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US Financial Services, LLC

U.S. Financial Services is a comprehensive financial planning services firm with over 75 years combined industry experience. At U.S. Financial Services we specialize in Financial and Estate Planning, Retirement Planning, Cash Flow Management, and Taxation. We strive to develop long term relationships with a select group of clients who value our integrity and expertise. Securities offered through Kestra Investment Services, 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. This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra IS and Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department at 844-553-7872. http://www.finra.org/ http://www.sipc.org/


Employees

11-50

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