Resume’
Jose Lopez

 

Personal Information

370 C Ave.  Coronado, CA 92118

Telephone (619) 437-6856

Fax/Phone (619) 698-6466

 

Licensing

·         Series 6 (Mutual Funds)

·         Series 26 (Registered Principal and Series 26 Blue Sky laws)

·         Registered with the Securities and Exchange Commission as a Registered Investment Advisor (RIA)

·         Life and Disability Insurance License

 

Credentials

·         California Standard Secondary in Economics, U.S. Government, English, Spanish and History

·         New York State Teaching Credential

 

Employment History

·         Sentra Securities Corporation,
Bonita Branch Owner since 1987

·         First Investors Corporation,
San Diego Registered Representative 1984 to 1987

·         Teacher, Sweetwater Union High School District
Bonita Vista High School

 

Education

·         BA Hartwick College, Onconta, New York

·         Graduate Studies Albany State University, Albany, New York

 

Languages

·         English

·         Spanish

·         French (Some)

 

Honors and Awards

·         Kiwanis Club Scholarship Award

·         National Defense Scholarship Grant

·         Teacher of the Year, Bonita Vista High School

·         Past President, Sweetwater Education Association

·         Sentra Securities Corp. Top Producer Awards since 1987

·         Sentra Securities Corp. President’s Award, 1999

 

References

Furnished upon request