Jose Lopes has over 14 years in the financial services industry, focusing on developing financial strategies for individuals and business owners. Jose double Majored in Communications and Graphic Design from the University of Rhode Island, and is a Credited Chartered Financial Consultant through the American College. He has his FINRA Series 6, 63, 65 & 7 securities registrations, as well as his Life and Health Insurance licenses. He is a member of NAIFA-RI (National Association of Insurance and Financial Advisor) where he has volunteered through NAIFA-RI for the Special Olympics.
Jose and his wife Lisa live in Pawtucket, RI. Jose is a member of the Jenks Lodge of Free and Accept Masons in Pawtucket, RI, he worked with The Rhode Island Foundation as a former member of their Professional Advisory Council, and he supports Urban Achievers, based out of the Epiphany School in Dorchester, MA.
Jose Lopes is a registered representative and investment advisor representative of Securian Financial Services, Inc.