Xochilt M. Lopez
Professional summary
Xochilt Milagro Lopez is a registered financial professional currently at COREBRIDGE CAPITAL SERVICES, INC. located in Woodland Hills, California.
Xochilt is registered as a RR (Registered Representative) and started their career in finance in 2018. Xochilt has worked at 2 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Xochilt Milagro Lopez's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 7, 2025 - Present
COREBRIDGE CAPITAL SERVICES, INC.
Office #1: 21650 Oxnard Avenue Suite 750, Woodland Hills, CA 91367December 9, 2024 - January 2, 2025
PFS INVESTMENTS INC.
May 19, 2018 - December 14, 2020
COREBRIDGE CAPITAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/1/2025)
(4/21/2025)
(1/7/2025)
(2/1/2025)
(1/7/2025)
(1/7/2025)
(2/1/2025)
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Exams
Series 6TO
Date: 12/8/2024
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
COREBRIDGE CAPITAL SERVICES, INC.
CRD#: 13158 / SEC#: , 8-28733
Contact information
FINRA licenses (52 States and Territories)
Documents
Disclosures
| Regulatory Event | 1 |
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