Financial Services
Resume:
Jorge Lopes
New Haven, Connecticut 06511
E-mail: *****.********@*****.***
Experience:
AAA LIFE INSURANCE, Milford, CT December 2022 to Present
Life & Annuity Insurance Agent: The sale and solicitation of Life Insurance and Annuities.
ADVISOR GROUP, LA Vista, NE August 2022 to November 2022
Advisor Support Specialist: Engage directly with our customers – over 10,000 Financial Professionals across the country, helping grow and support their firms. I also talk with clients who have no FP assigned to their account. Provide best-in-class education, service, and support for our network of Financial Professionals and their clients by answering questions and researching issues. Learn and support various financial products. Support internal teams on financial transaction, account maintenance, new accounts, transfers, and other activities.
PRUDENTIAL ADVISORS, Shelton, CT September 2019 to August 2022
Financial Advisor: Provide customized Financial Services advice along with personalized service to help clients and their families feel confident and in control of their financial lives. Guide clients through a financial planning process, and/or business planning, with access to a variety of proven solutions and services. My services include; life insurance, disability income insurance, health insurance and education funding options to retirement planning, estate planning and wealth preservation.
LOPES ASSOCIATES, New Haven, CT November 2011 to Present
Medicare Supplement Advisor: Helping clients with one of their most important financial and health decisions. Guide individuals towards the Medicare Supplement or Medicare Advantage product and related products that are best suited for their individual health and financial well-being.
EDUCATION: University of New Haven, Bachelors of Arts: Social Welfare
LICENSES: Connecticut Life, Variable and A&H, FINRA Series “7”, “63”, “66”
INTERESTS: Treasurer, Knights of Columbus Council 8372; Trustee, East Rock Lodge #141 (I.B.P.O.E. of W.); Trustee, New England States & Eastern Canada Elks Association (I.B.P.O.E. of W.); Election Moderator, City of New Haven; First Scribe, Gillison Past Exalted Rulers’ Council #75, Secretary, Dixwell Community Management Team.
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