Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Raul Lopez Morales

Tampa

Summary

Dynamic Investment Advisor with a proven track record at Signature Financial Solutions, adept at developing tailored investment strategies and conducting in-depth market analysis. Recognized for exceptional problem-solving and communication skills, successfully enhancing client satisfaction and trust while managing diverse portfolios aligned with financial goals and risk tolerance.

Investment professional with knack for delivering tailored financial advice and creating impactful investment strategies. Known for collaborative approach and driving results. Adaptable to changing market conditions with expertise in risk mitigation and client relationship management.

Overview

17
17
years of professional experience

Work History

Investment Advisor

Signature Financial Solutions
09.2013 - Current
  • Assisted clients in understanding investment options and market trends.
  • Supported financial planning processes by gathering and analyzing client data.
  • Provided timely responses to client inquiries, ensuring satisfaction and trust.
  • Collaborated with senior advisors to prepare investment proposals and presentations.
  • Developed investment strategies tailored to client goals and risk tolerance.
  • Conducted comprehensive market analysis to identify emerging investment opportunities.

INVESTMNT ADVISOR REPRESENTATIVE

John Hancock Life Insurance
01.2009 - 09.2013
  • Developed personalized investment strategies to align with client financial goals.
  • Analyzed market trends to provide actionable insights for investment decisions.
  • Educated clients on various investment products and potential risks involved.
  • Managed client portfolios, ensuring alignment with risk tolerance and objectives.

Education

BBA -

PUERTO RICO UNIVERITY
SAN JUAN, PR
06-2001

No Degree - CERTIFIED FINANCIAL PLANNER

KAPLAN
Tampa, FL
06-2014

Skills

  • Problem-solving skills
  • Creative thinking
  • Verbal and written communication
  • Customer Service-oriented
  • Equity valuation
  • Securities analysis
  • Investment performance analysis
  • Equity markets

Languages

Spanish
Native or Bilingual
English
Full Professional

Timeline

Investment Advisor

Signature Financial Solutions
09.2013 - Current

INVESTMNT ADVISOR REPRESENTATIVE

John Hancock Life Insurance
01.2009 - 09.2013

BBA -

PUERTO RICO UNIVERITY

No Degree - CERTIFIED FINANCIAL PLANNER

KAPLAN