Rafael O. Velez
Lpl Financial Llc
Financial Planner in San Mateo, CA
Address:109 Baldwin Ave
San Mateo, CA 94401
About Rafael O. Velez
Rafael Velez is a financial professional at Lpl Financial Llc located in San Mateo, California. Rafael Velez holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S51, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Rafael Velez provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Rafael Velez109 Baldwin Ave
San Mateo, CA 94401
Phone Number:
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Website:
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