Odalis Lopez has been an investment adviser representative at Chelsea Advisory Services since August 2019, and is not listed among the firm’s executive officers or direct owners.
Chelsea Advisory Services, Inc is a Staten Island, NY firm with $147M under management, 552 clients and 25 advisers across 22 offices, as of its August 2026 filing.
Odalis M. Lopez is Financial Advisor of Chelsea Financial Services. She is President and Founder of Sterling Benefits Group, LLC, serving Miami and South Florida, and has worked in the financial and insurance industry since 1994. She provides financial services and risk management through retirement and financial planning.
Odalis Lopez’s longest registration is the current one, 7 years at Chelsea Advisory Services since 2019. Before joining Chelsea Advisory Services in 2019, Odalis Lopez was registered through Ifs Advisory, LLC and G. A. Repple & Company.
- – present · 7 yearsMiami, FL · Adviser representative · Firm CRD 150791
- Ifs Advisory, LLC– · 1 yearMiami, FL · Adviser representative · Firm CRD 154680
- G. A. Repple & Company– · under a yearMiami, FL · Adviser representative · Firm CRD 17486
- Financial West Group– · 1 yearMiami, FL · Adviser representative · Firm CRD 16668
- Centaurus Financial, Inc.– · under a yearMiami, FL · Adviser representative · Firm CRD 30833
- Oneamerica Securities, Inc.– · under a yearMiami, FL · Adviser representative · Firm CRD 4173
- MML Investors Services, Inc.– · 3 yearsMiami, FL · Adviser representative · Firm CRD 10409
- Axa Advisors, LLC– · 5 yearsMiami, FL · Adviser representative · Firm CRD 6627
Professional designations
Listed by Chelsea Advisory Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Odalis Lopez is registered as an investment adviser representative in Florida, since August 2019.
- FloridaSince 16 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 17 September 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 July 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 December 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Odalis Mercedes Lopez
- CRD
- 2993804
- Firm
- Chelsea Advisory Services · CRD 150791
- Office
- Miami, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- chfs.com
Where does Odalis Lopez work?
Odalis Lopez is an investment adviser representative registered through Chelsea Advisory Services, Inc since August 2019, and is not listed among the firm’s executive officers or direct owners.
Is Odalis Lopez a financial advisor?
Yes. Odalis Lopez has a current investment-adviser registration in Florida, through Chelsea Advisory Services since August 2019.
How many years of experience does Odalis Lopez have?
Odalis Lopez has 25 years in the financial industry, since August 2001, across 8 adviser firms.
What exams has Odalis Lopez passed?
Odalis Lopez has passed 3 licensing exams: the Series 6, Series 65 and Series 7. The earliest, the Series 6, was passed in December 1998. FINRA credited Odalis Lopez with the SIE, which began in October 2018.
Where did Odalis Lopez work before Chelsea Advisory Services?
Before Chelsea Advisory Services, Odalis Lopez was registered through Ifs Advisory, LLC, October 2017 to March 2019; G. A. Repple & Company, July 2016 to June 2017; Financial West Group, July 2014 to May 2016; Centaurus Financial, Inc., January 2014 to July 2014; Oneamerica Securities, Inc., March 2011 to February 2012; MML Investors Services, Inc., January 2006 to November 2009; Axa Advisors, LLC, January 1999 to January 2004.
Where is Odalis Lopez based?
Odalis Lopez’s registered office is in Miami, FL.
Is Odalis Lopez registered with FINRA?
Yes. Odalis Lopez has a current broker registration, under CRD 2993804.
Source: FINRA BrokerCheck
Is Odalis Lopez a CFP?
Chelsea Advisory Services lists Odalis Lopez with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Odalis Lopez’s record?
Search CRD 2993804 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Odalis Lopez’s full registration record.