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Josep Antoni Lopez Valero

Investment Adviser Representative at CREAND MANAGEMENT

Miami, FLCRD #6969611Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
2 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Josep Antoni Lopez Valero has worked in the securities industry since 2018. They are registered to provide investment advisory services in Florida and Puerto Rico.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaPuerto Rico
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/1/2024
Series 7
General Securities Representative Examination
Passed 10/10/2019
SIE
Securities Industry Essentials Examination
Passed 7/31/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Creand Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CREAND MANAGEMENTCurrent
11/18/2024Miami, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CREAND MANAGEMENT

11 other advisors in the directory

View CREAND MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Josep Antoni Lopez Valero has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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