Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beatriz? Claim Your ProfileBeatriz L Diaz del llano has been in the financial industry since December 18, 2002. Beatriz currently works as a registered representative for Popular Securities, LLC. Beatriz's office is located at 208 Ponce de Leon Ave, POPULAR CENTER Suite 1200, SAN JUAN, PR, 00918. Beatriz has a broad range of certifications and experience in the financial services sector. Beatriz holds a Series 7, Series 66, and Series 27 license as well as the Series 99TO and SIE. Beatriz also works as Chief Financial Officer for Popular Assets Management, a related, non-investment firm.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
12b-1 fees in money market product and referral fees
1
2
PR
05/11/2017 - Present
Popular Securities, LLC (SAN JUAN PR)
NY
12/16/2002 - 06/24/2005
INVESTEC (US) INCORPORATED (NEW YORK NY)
BOTH
Issued 04/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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